Opus Private Wealth Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Opus Private Wealth Group provides investment advisory and financial planning services to individuals (including high-net-worth clients), trusts, estates, charitable organizations, and business entities. The firm delivers individualized portfolio management through a firm-sponsored wrap fee program and offers hourly financial planning and consulting engagements.
Opus manages wrapped accounts on a discretionary basis and uses a mix of fundamental, technical, and cyclical analysis, employing strategies that range from cash management to options and short-term trading as appropriate to client objectives. The firm also implements tax-efficient asset location and opportunistic rebalancing for held-away retirement and HSA accounts using an order-management tool and absorbs the third‑party cost of that service for clients; managed accounts are reviewed at least quarterly while written financial plans are not updated unless the client requests further consultation.
What sets the firm apart from many peers is that it both sponsors a wrap fee program and has advisors who are licensed insurance agents, a relationship the brochure discloses may create potential conflicts of interest from commissionable insurance sales. The firm also makes use of an institutional custody platform and an affiliated entity to provide tax and estate planning services, and it requires clients to establish accounts with its recommended custodian for managed accounts.
Client services
Expertise
Fee options
$300 per hour for financial planning and consulting services.
Main office
See officeAlhambra CA
Advisors at this office
2
Offices (2)
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
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.
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.
Bradley C
CFP®, Series 66
Westlake Village, CA
Opus Private Wealth Group, LLC
Bradley Chapman is a CFP® professional with 24 years of industry experience. He has worked at Opus Private Wealth Group, LLC since 2014 and previously spent 13 years at Ameriprise. He is also involved in an insurance business outside of trading hours, dedicating a small portion of his time to this activity. Opus Private Wealth Group provides investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages discretionary wrap fee programs using a mix of fundamental, technical, and cyclical analysis, and offers tax-efficient asset location and opportunistic rebalancing.
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