SERVICE AND SECURITY: “As a small firm, we can be more nimble, and provide more services to clients. We are a comprehensive independent fiduciary firm, covering a wide range of financial services. A particular area of our focus is on the transfer of wealth to the next generation.” Partners in their new company, Orbis Wealth, Tim Urie, CFP, (left) and Robert Marronaro, CFP, are both certified financial planners.
By Jean Stratton
Peace of mind.
There is nothing like it — especially in times of uncertainty. There has been a lot to make people nervous during the past year and a half. The pandemic, obviously, but also strains in the political system, worries over jobs and income, dealing with school and office closings, necessitating adapting to new virtual means of managing these responsibilities, and the frequent and extreme changes in weather patterns — you name it. There’s a lot out there to boost stress levels!
And certainly, no one wants to contemplate running out of money, and this has been another area of concern for many individuals recently.
A trusted financial planner can be very helpful to people, whatever their financial status, and having such an adviser by your side may alleviate many money worries, and indeed reinforce that peace of mind.
Compass and Circle
Robert Marronaro, CFP, senior wealth advisor and Tim Urie, CFP, wealth advisor are partners in Orbis Wealth. An independent wealth management company, with offices at 116 Village Boulevard in Forrestal Village, and also in Roseland, it opened this past April. more