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 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.

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.

You can also browse Opus Private Wealth Group, LLC's office locations.