Greenfield, MA Office

Orbis Wealth Management provides investment advisory and financial planning services to individuals, high‑net-worth clients, trusts, estates, charitable organizations, corporations and qualified retirement plans. The firm offers discretionary and non‑discretionary asset management, variable annuity management, comprehensive financial planning, and ERISA 3(21) services for employer-sponsored retirement plans.

Portfolios are constructed using mutual funds, ETFs, individual stocks and bonds and are tailored to each client’s goals, time horizon and risk tolerance; the firm employs methods such as fundamental and technical analysis, Modern Portfolio Theory and Monte Carlo planning in its process. Account reviews are performed at least quarterly and services range from ongoing asset management to topic‑specific consulting engagements and plan monitoring.

Notably, the firm both serves and consults for retirement plans (including 401(k), 403(b), pension and profit‑sharing arrangements) and accepts charitable and corporate/business clients, services that are less common among solo independent advisers. The firm’s advisory representative also conducts insurance sales and may receive commissions for those products (disclosed in the brochure and representing a modest portion of time), a potential conflict the firm addresses through fiduciary procedures and client disclosures.