Lake Oswego, OR Office

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. Its service offerings include ongoing investment management, holistic financial planning and consulting, retirement plan consulting, and an automated “Embark Today” investment option delivered via Betterment’s platform.

The firm acts as a fiduciary and works with clients through an initial discovery process, written investor profiles, and regular account reviews that include ongoing monitoring and rebalancing. Opportunus implements diversified model portfolios—frequently using low‑cost ETFs—and uses third‑party money managers and sub‑advisory relationships as part of its implementation process.

Opportunus is unusual among similarly supported firms in offering performance‑based fee arrangements to qualified clients and discloses procedures to monitor potential conflicts between performance‑fee and standard accounts. The firm also reports roughly $77.2 million in discretionary assets under management alongside more than $336 million in retirement plan assets under advisement, and it uses multiple custodial platforms (including Charles Schwab, Betterment Securities, and Altruist) as part of its multi‑channel service model.