About OPUS PRIVATE WEALTH GROUP, LLC
OPUS PRIVATE WEALTH GROUP, LLC is a highly experienced and reputable financial advisory firm with a team of experts dedicated to helping their clients achieve their financial goals. Located in the heart of the financial district, their team of professionals offers a wide range of financial services and expertise to their clients.
How does the advisor help clients – Key Takeaways:
– Offers personalized financial planning and investment strategies tailored to each client’s unique needs and goals.
– Takes a comprehensive approach to wealth management, considering all aspects of a client’s financial situation including taxes, insurance, and estate planning.
– Provides ongoing support and guidance to help clients navigate through economic and market changes.
– Places a strong emphasis on communication and transparency, keeping clients informed and involved in the decision-making process.
Facts and Insights
OPUS PRIVATE WEALTH GROUP, LLC has been in business for over 10 years and has built a strong reputation for delivering quality financial advice and services. With a team of over 20 advisors, they have helped numerous clients achieve and maintain financial stability. Below are key statistics about the firm’s assets under management, number of advisors, and time in business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 20+ | 10+ years |
Financial Services Offered
OPUS PRIVATE WEALTH GROUP, LLC offers a comprehensive range of financial services to individuals, families, and businesses. Their services include:
– Investment management
– Financial planning
– Retirement planning
– Tax planning and management
– Estate planning
– Insurance planning and management
– Business succession planning
– Risk management
Client Types
The firm caters to a diverse clientele, including high-net-worth individuals, families, business owners, and professionals. They also work with various types of institutional clients, such as endowments, foundations, and retirement plans.
Fees & Compensation
OPUS PRIVATE WEALTH GROUP, LLC charges a percentage of assets under management as their primary fee. This fee covers all financial planning, investment management, and ongoing support. They may also receive compensation from third-party providers for certain products or services recommended to clients. However, they are committed to providing transparent and fair compensation for their services, and any potential conflicts of interest are fully disclosed.
Background
OPUS PRIVATE WEALTH GROUP, LLC was founded by a team of experienced financial advisors with a passion for helping individuals and businesses achieve financial success. Their advisors have backgrounds in finance, accounting, and law, providing them with a holistic understanding of the financial landscape. The firm also values ongoing education and encourages its advisors to pursue additional certifications and training to best serve their clients.
Financial Advisor Disclosures to Know
OPUS PRIVATE WEALTH GROUP, LLC is a registered investment advisor and adheres to strict fiduciary standards. This means they are legally obligated to act in their clients’ best interests at all times. They have a clean record with zero regulatory actions or disciplinary incidents. Additionally, they provide all clients with a Form ADV, which outlines their background, services, fees, and potential conflicts of interest.
In conclusion, OPUS PRIVATE WEALTH GROUP, LLC is a reputable and reliable financial advisory firm that places a strong emphasis on personalized and comprehensive financial planning. With a dedicated team of experts and a wide range of services, they are well equipped to help clients achieve their financial goals and build a secure future.