Orbis Wealth

www.orbiswealth.com

At Orbis Wealth there is a commitment to excellence through customized investment offerings that enable growth and enhance the client experience. We understand the need to push the traditional wealth management model beyond the existing limitations. We achieve this by a purposeful focus on providing world-class support – a superb technology platform, a customized investment offering, a modern marketing strategy, and lastly, people resources that enable growth and enhance the client experience. By providing innovative structure and customization to advisors, clients will have peace of mind that their generational goals are fulfilled. Disclosure Advisory services offered through WealthShield Partners, LLC, a federally registered investment advisor DBA Orbis Wealth. Third-party posts found on this profile do not reflect the views of WealthShield Partners, LLC, Orbis Wealth nor their Associated Persons or Affiliates, and have not been reviewed by us as to accuracy or completeness. Information found on this site is not intended to provide specific advice or recommendations for any individual. You should contact a properly qualified financial professional before you make any decisions. Any tax or legal advice here is solely incidental to the advice we give. We recommend any legal or tax decisions be reviewed with a properly qualified individual. The testimonials /recommendations used may not be representative of the experiences of other clients.

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At Orbis Wealth there is a commitment to excellence through customized investment offerings that enable growth and enhance the client experience. We understand the need to push the traditional wealth management model beyond the existing limitations. We achieve this by a purposeful focus on providing world-class support – a superb technology platform, a customized investment offering, a modern marketing strategy, and lastly, people resources that enable growth and enhance the client experience. By providing innovative structure and customization to advisors, clients will have peace of mind that their generational goals are fulfilled. Disclosure Advisory services offered through WealthShield Partners, LLC, a federally registered investment advisor DBA Orbis Wealth. Third-party posts found on this profile do not reflect the views of WealthShield Partners, LLC, Orbis Wealth nor their Associated Persons or Affiliates, and have not been reviewed by us as to accuracy or completeness. Information found on this site is not intended to provide specific advice or recommendations for any individual. You should contact a properly qualified financial professional before you make any decisions. Any tax or legal advice here is solely incidental to the advice we give. We recommend any legal or tax decisions be reviewed with a properly qualified individual. The testimonials /recommendations used may not be representative of the experiences of other clients.

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Country

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State

New Jersey

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Employees

1-10

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Founded

2021

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Social

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Potential Decision Makers

  • Managing Partner , Wealth Advisor

    Email ****** @****.com
    Phone (***) ****-****
  • Director and Financial Adviser

    Email ****** @****.com
    Phone (***) ****-****
  • Partner , Senior Wealth Advisor

    Email ****** @****.com
    Phone (***) ****-****
  • Partner / Senior Wealth Advisor

    Email ****** @****.com
    Phone (***) ****-****

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