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.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Understanding the economy's cycles can help put current business conditions in better perspective.
Apps that help small business owners better manage and grow their business.
It may help your business be better prepared in the event of the death of a principal or key employee.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to estimate your capital gains tax.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Agent Jane Bond is on the case, cracking the code on bonds.
Smart investors take the time to separate emotion from fact.
Here are five facts about Social Security that might surprise you.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Do you know how to set up your financial goals for success? This knight does.