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Family wealth management tailored to Your needs

Your growing financial well-being comes at a cost – the burden of increasing responsibilities, inner peace imbalance, the need to continuously deepen financial literacy skills, and manage fluctuating market conditions.

Imagine a life where you have all the necessary tools to optimally and effectively manage your family’s finances. Enjoy life by building businesses, vacations, traveling – knowing that your investments are thriving independently, securing the future not only for you but also for your family. 

Active wealth management services include

Investment portfolio audit


Selection and comparison of investment products and projects


Portfolio management and consulting


Tax and investment forms and structures


Succession planning


Alternative investments abroad


Bank accounts in foreign countries and their management


Project management and structuring


Representation of the client before third parties


My professional experience in finance and investment management is not limited to banking only, but is closely connected to deeper professional competencies acquired through working with representatives of various businesses and investors in Lithuania. I am regarded as an architect of future financial success, and clients often refer to me as a visionary of financial well-being.

I am constantly encouraged to find solutions to the most challenging life situations. I believe that the identity of every financially successful person depends on the continuity of success, and that every business success story is rooted in a sensitive personal life.

Simona Mazeliauskienė

Investing is a long-term, constantly evolving experience that undergoes shifts in the global financial climate. Therefore, my mission as your personal family financial advisor is to:

• Consider the individual financial needs of your family,
• Envision the future of your family’s financial well-being,
• Listen to your concerns and dispel fears,
• Delve into and professionally substantiate the expectations of your future vision,
• Create an action plan that ensures a secure financial future.

Get in touch:
sm@orion.lt | +370 687 73 332

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