Redefining Wealth: Beyond Money
OPES Family Advisory, “Delivering True Peace of Mind”
[ō’pēs] noun
Wealth, abundance. (Figuratively) support, strength, or aid; a foundation of prosperity or well-being.
Who we are
Wealth beyond finances
OPES Family Advisory, “Simplifying the complex”
Our Mission
We continually strive to be the premier Wealth Management provider to our clients. Through our unique wealth management process, we provide our clients with the intellectual framework to make sound financial decisions. We continually work to provide our clients with unparalleled personal service and Peace of Mind to allow them to Dream, Plan and Prosper.
What we do
Unified financial advising
Discretionary Investment Management
Advanced Retirement Planning
Comprehensive Tax Planning
Will & Estate Planning
Family Advisory Services
Who we help
A client-centric approach
Successful individuals and families who are serious about their future looking for a bespoke approach to their investment and retirement planning.
How we work
Your personal wealth management strategy
Our clients are seeking a comprehensive and personalized financial support that aligns with their family’s vision of the future. They have often faced frustration with traditional financial institutions and advisors, as the conversations revolve around justifying a sale rather than aligning with the client’s objectives.
Our approach is different. We believe that planning is an ongoing and durable process that helps our clients achieve their goals. Our offering includes interactive planning and regular scheduled reviews, encompassing all aspects of the balance sheet, not just the assets managed in our portfolios. Instead of a person at a counter, our clients get access to a team of experienced advisors and associates, each with their own area of expertise.
We explore:
1
Where you are financially.
Integrate your business assets as well.
2
Where you want to go – Your Dreams & Goals.
Integrate your personal goals, business goals, and professional goals.
3
How you are going to get there – Peace of Mind.
Give direction for both personal goals, business goals, and professional goals.
Provide a disciplined program to get you there.
Insights
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