A complete list of active advisors currently associated with Opulent Wealth

Warmer can help you find a great advisor at Opulent Wealth or one who fits your needs even better.

Opulent Wealth provides wealth management and financial planning services to individuals (including high-net-worth clients) and to small-business plan sponsors, combining ongoing portfolio management with modular or comprehensive planning on topics such as retirement, tax strategies, estate planning, Social Security optimization, special needs planning, and divorce-related financial advice. The firm also offers investment consultation for held-away accounts and supports rollovers and retirement-distribution decisions as part of its advisory scope. The firm implements a Core + Satellite investment approach that blends passive index exposures with actively managed satellite positions across ETFs, mutual funds, individual equities, fixed income, and REITs, and it manages client accounts on either a discretionary or non-discretionary basis while positioning itself as a fiduciary for retirement investors. Planning is presented as an ongoing process with periodic and event-driven reviews, and the firm produces written summaries and performance reports for clients. Notably, Opulent Wealth provides pension and retirement-plan consulting—including discretionary and non-discretionary plan services under ERISA definitions and annual plan sponsor reviews—which is a relatively uncommon offering for independent firms of its size. The firm manages a concentrated asset base for a limited number of client relationships, combines stand-alone planning with portfolio management when requested, and does not vote client proxies, leaving voting responsibilities with individual account holders.

To learn more about the advisors currently working at Opulent Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.