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.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.
It's important to make sure your retirement strategy anticipates health-care expenses.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator can help determine whether it makes sense to refinance your mortgage.
Assess how many days you'll work to pay your federal tax liability.
This calculator can help you estimate how much you may need to save for retirement.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to assess the potential benefits of a home mortgage deduction.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Here is a quick history of the Federal Reserve and an overview of what it does.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Have you found yourself suddenly single? Here are 3 steps to take right now.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
What is your plan for health care during retirement?