Managing and Building Wealth
Since 2004, The Opus Group has worked with entrepreneurs, business executives and affluent families to deliver services and solutions that help build, preserve and manage wealth. Our strategies are built around your life and your priorities. You have meaningful goals – we can help you reach them.
Who We Are
We Do Things Differently
You are more than an account number. Your wealth management team should echo your individuality. All recommendations are based on your personal goals, age, and tolerance for risk. The net/net for The Opus Group is that we strive to create and protect the lifestyle of your choice. That is critical to enjoying all that life has to offer and the peace of mind that comes with financial security.