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Darin G

Series 66

Alhambra, CA

Opus Private Wealth Group, LLC

Darin Guthrie is a financial advisor at Opus Private Wealth Group, LLC with 21 years of industry experience. He holds a Series 66 designation and has previously worked at UBS Financial Services, Fidelity Investments, TD Ameritrade, Ameriprise, New England Securities, and Equitable Advisors. Opus Private Wealth Group provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm offers individualized portfolio management through a wrap fee program and employs a range of strategies, including fundamental, technical, and cyclical analysis, with an emphasis on tax-efficient asset location and opportunistic rebalancing.

General estate planning guidance Charitable giving & philanthropy
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Matthew M

Series 66

Alhambra, CA

Opus Private Wealth Group, LLC

Matthew Martinez is a financial advisor at Opus Private Wealth Group, LLC with 26 years of industry experience. He holds the Series 66 designation and has worked at Opus since 2014, following 14 years at Ameriprise. Outside of his advisory role, he is CEO of Legacy Private Wealth LLC, where he helps educate clients on income tax reduction strategies and estate planning concepts, and he also engages in vintage trailer restoration through a separate business. Opus Private Wealth Group provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages discretionary wrapped accounts using a variety of analysis techniques and offers tax-efficient strategies, combining a wrap fee program with insurance services to address diverse client needs.

General estate planning guidance Charitable giving & philanthropy
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