Our Story

Clients and Culture Drive Everything

“orbis” – is Latin for compass and circle, and it represents many aspects of Orbis Wealth - whether it is the circular nature of the financial planning process….or a client's family sitting at a table where we guide them to ensure that their values of money passes through every generation…Orbis Wealth is committed to creating an environment where understanding you fully impacts everything.

Orbis Wealth was launched to create a commitment to excellence. It is critical that we have a mission that sheds the corporate-driven purpose that so many firms still maintain, and where excellence for both clients and advisors is often diminished. Instead we focus on the following:

  • Clients join a fee-only, fiduciary organization whose advisors guide you through a thoughtful financial planning process .
  • Advisors join a team and partnership that embraces innovation, collaboration and execution.
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What truly matters to you?
...is a question we ask both clients and team members alike as it ultimately helps us ensure that our values and objectives stay aligned to our actions. Our clients and their families then experience this unity in action.
- Tim Urie, CFP®
Our Team

Meet Our Team of Friendly Professionals

Team Member

Tim Urie, CFP®

Managing Partner, Wealth Advisor
Team Member

Robert P. Marronaro, CFP®

Partner, Senior Wealth Advisor

WealthShield Team

WealthShield Partners is a SEC registered investment adviser and an affiliate of WealthShield, LLC. WealthShield provides outsourced chief investment officer (OCIO) services to our firm, including but not limited to: portfolio construction, platform implementation, investment research, manager due diligence, model maintenance, and tax management.
Team Member

Clint Sorenson, CFA®, CMT®

Co-Founder
Team Member

Robert Leggett, CFA®, CFP®, JD®

Co-Founder
Team Member

David Stefanick, CFA®

Director of Research
Team Member

Caroline Leggett

Director of Project Management & Advisor Services
Team Member

Victoria Handley Araj

Director of Operations
Team Member

Max Rockwell

Senior Investment Consultant
Team Member

Luke Vernon, CFA®

Research Analyst
Team Member

JT Rusinko, CFA®

Research Analyst
Team Member

Kayla Lonergan

Marketing & Operations Specialist
Designations

We are proud to sit on the same side of the table as our clients.

Designation

Certified Financial Planner™

Designation

Chartered Financial Analyst

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Advisory services offered through WealthShield Partners, an investment adviser registered with the SEC, DBA Orbis Wealth. Registration does not imply a certain level of skill or training. More information about WealthShield Partners including its advisory services and fee schedule can be found in Form ADV Part 2 which is available upon request. WealthShield Partners does not provide accounting, tax or legal advice.
To Check Firm or Individual Backgrounds please go to adviserinfo.sec.gov.
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