Broker Check
Opus Wealth Management


The Opus Promise

  • A high level of proactive, courteous service from our entire team.
  • Objective advice based on your needs. That we’ll do for you what we would do for ourselves in your situation. 
  • To communicate to the best of our abilities realistic, non-hyped expectations so you can truly balance your current and future life.
  • We will protect all your information to the highest standards outlined by SEC, FINRA, state, and regulatory agencies.
  • To have the tough conversations, even at the risk of our relationship, to communicate the appropriate course of action.
  • Full transparency with regard to your costs and risks.
  • To be continuous students of wealth management and never rest on our laurels. 
  • To have a permanent spirit of education. The best person to make decisions for you is you, armed with the right facts.