Opportunus Wealth Management, LLC

Dennis Romney is a financial advisor at Opportunus Wealth Management, LLC with 15 years of industry experience. He holds the Series 66 designation and has worked at Global Retirement Partners, LPL Financial, and Principal Financial, among other firms. Opportunus Wealth Management provides personalized financial planning and discretionary portfolio management to individuals, high-income professionals, business owners, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm employs diversified model portfolios often using low-cost ETFs and incorporates third-party money managers as part of its fiduciary approach.

Christopher Cubbage is a financial advisor at Opportunus Wealth Management, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Securities America Advisors, Inc. and Transamerica Investors Securities Corporation. His experience includes providing securities advisory services and occasional term insurance sales. Opportunus Wealth Management offers personalized financial planning and discretionary portfolio management to individuals, professionals, business owners, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm uses diversified model portfolios with low-cost ETFs, incorporates third-party managers, and provides services through a fiduciary process that includes ongoing monitoring and rebalancing.

Garrett Dastrup is a CFA® charterholder with 20 years of industry experience, currently serving as an advisor at Opportunus Wealth Management, LLC. His prior work includes roles at Principal Securities, INC and Waterfront Financial Management LLC. In addition to his advisory work, he gathers pricing data for the U.S. Bureau of Labor Statistics related to the Consumer Price Index. Opportunus Wealth Management provides personalized financial planning and discretionary portfolio management to individuals, professionals, business owners, trusts, estates, charitable organizations, and retirement plans. The firm emphasizes fiduciary responsibility, diversified model portfolios often utilizing low-cost ETFs, and offers both standard and performance-based fee arrangements.