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.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
The Pre-Retirement Checklist
This checklist can give you a quick snapshot of how prepared you are.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Do you know where the idea of “retirement” comes from?
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how long your retirement savings may last using various monthly cash flow rates.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
How will you weather the ups and downs of the business cycle?
What does your home really cost?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.