Alhambra, CA Office
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Opus Private Wealth Group, LLC
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Firm-wide stats for Opus Private Wealth Group, LLC
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.
Based on Opus Private Wealth Group, LLC
Expertise
Based on Opus Private Wealth Group, LLC
Location
Alhambra CA
Advisors at this office
2
Advisors at this office
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.
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