Orbis Wealth provides our advisors with an unprecedented level of independence and ownership. We empower you to customize the financial planning and investment solutions to meet clients where they are, as only you know this best. This enables you to enhance the customer experience of your existing and new clients.
Additionally, you will work alongside other forward-thinking leaders in the industry to establish a clear growth strategy for both the firm and your personal success. We collaborate as a team to determine the direction and strategic future of the firm, together. Likewise, as each advisor determines their own future, you receive the benefit of a partnership environment that makes succession planning more streamlined and simpler since it will be developed within the firm itself.
There is no need to find a stranger to transition your business at retirement, death or liquidity events since the firm is unified for this cause.
All of this combined then with a fee-only fiduciary structure allows you to serve your clients free of conflict and stay ahead of regulatory and industry trends, while simultaneously also focusing on growing your practice.
Do you have real support?...or simply access “to” support? The middle and back office of a firm are its livelihood. Likewise, having technology that makes sense and enables advisors and clients to secure what they want done should never be sacrificed. Lead the pack in platform, people, and process, and you will win by clients rewarding you with their most important part of their life, their future.
You partner with a highly credentialled investment team to build customized solutions for your clients. This can include models that are structured for your practice as well as individualized equity and fixed income solutions – all of which is implemented through a custodian of your choice (Schwab, TD, Raymond James, Betterment, etc.) which enables easier implementation and flexibility. By avoiding the “one-custodian” firm approach, you have more control on client transfers and mitigate client complications.
As an open architecture firm, there is a wide array of access to numerous investment managers. And with large case design customization, a thoughtful process is executed for complex cases that can incorporate additional oversight to tax sensitivity and security selection.
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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