Active Management. Independent Advice. Local Trust.
At Orbis Wealth Management, we don’t just plan your financial future — we actively manage it. Serving New England executives, business owners, and families from Peterborough, NH and Greenfield, MA.
What is Orbis?
At Orbis, using top-down macroeconomic analysis, we regularly monitor market conditions, sector trends, and economic signals — adjusting your portfolio with intention as the world changes around you. Combined with comprehensive financial planning, it means your investments and your life plan are always working together.
- Independent & Fiduciary — We answer to you.
- Actively Managed Your portfolio reflects current market realities.
- Locally Rooted We live and work in the communities we serve across New England.
What We Do For You
Financial Planning
A comprehensive roadmap built around your career, family, and retirement goals — reviewed and updated as your life evolves.
Active Investment Management
Portfolios constructed using individual stocks, ETFs, mutual funds, and bonds — guided by top-down economic analysis and actively adjusted as market conditions change.
Retirement Planning
Clearer strategies for accumulation, income distribution, Social Security optimization, and the transition from career to retirement.
Legacy Planning
Help preserve and transfer your wealth on your terms, with strategies that better protect your family and reflect your values.