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:
What truly matters to you?
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.
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