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.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Understanding how a stock works is key to understanding your investments.
Even if you’re young and single, you should still consider protecting yourself.
When to start? Should I continue to work? How can I maximize my benefit?
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This questionnaire will help determine your tolerance for investment risk.
Estimate how much you have the potential to earn during your working years.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how much income may be needed at retirement to maintain your standard of living.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Taking your Social Security benefits at the right time may help maximize your benefit.
There are hundreds of ETFs available. Should you invest in them?
For women, retirement strategy is a long race. It’s helpful to know the route.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Smart investors take the time to separate emotion from fact.
Investors seeking world investments can choose between global and international funds. What's the difference?