A complete list of active advisors currently associated with Opus Private Wealth Group, LLC

Warmer can help you find a great advisor at Opus Private Wealth Group, LLC or one who fits your needs even better.

Opus Private Wealth Group works primarily with individual clients—including high‑net‑worth individuals—as well as trusts, estates, charitable organizations and business entities. The firm offers discretionary portfolio management through a Wrap Comprehensive Portfolio Management program and provides financial planning and consulting services, sometimes employing third‑party sub‑advisors to implement investment portfolios. Investment management is delivered on an individualized, discretionary basis through wrapped accounts and supported by an institutional custody and trading relationship. The firm also manages “held‑away” retirement and HSA assets using an order management platform to apply tax‑efficient asset location and opportunistic rebalancing for clients. Opus’s role as a wrap fee program sponsor is uncommon among peers and the firm limits its comprehensive portfolio management to wrapped accounts. The firm’s principals are licensed insurance agents and may offer commissionable insurance products (a potential conflict the brochure discloses), and the advisory offering also includes atypical planning services for a firm of this size—such as corporate tax and cost segregation consulting and pension consulting—plus the operational practice of absorbing a third‑party platform fee to manage held‑away assets.

To learn more about the advisors currently working at Opus Private Wealth Group, LLC, 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.