Transforming Benefits
Elevating Financial Well-Being
Helping businesses enhance employee compensation, reduce tax burdens, and integrate with payroll through strategic benefits solutions.
ORG Private Client Group
ORG Private Client Group is a trusted partner for businesses seeking tax-efficient financial wellness and benefits solutions. With decades of expertise in financial planning and risk management, we help companies enhance employee compensation while ensuring seamless payroll and HR integration. Our tailored approach empowers businesses to maximize financial impact without disrupting existing benefit structures.
Our Partnership with CapstonePlus
As a strategic partner of the CapstonePlus Program, we provide access to pre-tax healthcare and financial wellness solutions that complement employer-sponsored benefits. Our programs empower employees to increase take-home pay, while enabling businesses to optimize tax efficiency—all without altering medical plans or existing compensation structures. With a focus on seamless integration, we ensure compliance with industry standards.
Smarter Approach to Benefits
We help businesses unlock tax-efficient solutions that increase employee earnings and optimize financial wellness.
Integrated & Compliant
Seamlessly aligns with employer payroll and HR systems while adhering to applicable tax and benefits regulations.
Employee-Centric Solutions
Our programs are built to enhance employee financial stability, offering valuable benefits at no additional cost.
Executive VP, ORG Private Client Group
Tony Wilson
Tony Wilson is a financial services leader with over 20 years of experience in employee benefits, financial planning, and risk management. As Head of ORG Private Client, he leads strategic initiatives that empower businesses to enhance employee financial well-being through tax-efficient benefits, increased take-home pay, and advanced insurance solutions.
Throughout his career, Tony has worked with financial professionals, executives, and organizations in all 50 states, integrating high-impact financial wellness programs that align with business objectives while optimizing employee compensation. His expertise in risk management and benefits strategy ensures businesses can provide cost-efficient, sustainable compensation models that support long-term financial security.
Holding FINRA Series 6 and 63 securities licenses and insurance licenses across 40+ states, Tony has played a key role in developing financial solutions that drive results. He holds a degree in Organizational Leadership and Supervision from Purdue University and remains actively involved in his community in Fort Wayne, Indiana.
Areas of Expertise
- Life Insurance
- Income Planning
- Selective Benefit Planning
- Exit Planning
- Disability Income Planning
- Long Term Care & Chronic Illness
- Life Insurance Settlements
- Wealth Transfer
Come Visit
13548 Zubrick Road, Suite 100
Roanoke, IN 46783
Contact Us
260-469-9157
Tony.wilson@orgprivateclient.com