Building and protecting wealth is an achievable goal, but in today’s volatile global markets, thoughtful strategies are required. Investors are also aware they need advice, tools and opportunities to build wealth based on their current situation. Coupled with the need to work with wealth management firms that can provide more personalized advice based on their circumstances, investors are seeking different methods to advance and protect their wealth.
It is from a deep understanding of investor needs that OPUS Wealth Management was created. Our first priority is your overall financial success. We take a “deep dive” into your current situation on a cross-disciplinary basis to evaluate the gaps between where you are and where you want to be.
What can I do to get started?
- Visit our Wealth Management page, identify your profile and read about important considerations for you.
- Visit our Education section to read about an important topic on your mind (or suggest a topic to us if you don’t see it)
- Visit our Calculators page to find some simple tools to help answer common financial questions.
- Learn more about Opus Wealth Management as a potential partner
- Contact us
It is our pleasure to be of service to you.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Tips for Finding Care for Your Special-Needs Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Simple steps may help you foil hackers and protect your privacy.
How long does a $20 bill last?
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Being healthy not only makes you feel good, it may also help you financially.
Estimate how much you have the potential to earn during your working years.
Use this calculator to estimate your capital gains tax.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Here are five facts about Social Security that might surprise you.
$1 million in a diversified portfolio could help finance part of your retirement.
When do you need a will? The answer is easy: Right Now.
Have you explored all your options when it comes to managing your taxable income?
There’s been a lot of talk about Tax Reform. What might it look like?
Smart investors take the time to separate emotion from fact.