You need a financial advisor who is serious about preserving and growing your wealth. We rely on an extensive checklist system designed to address blind spots and help manage life’s uncertainties.
You’re busy, but you want things done right, and by the right people. We act as your financial team coordinator, simplifying your life, saving you time and helping to optimize your results.
Strength and Support of the Belpointe Family Office
With Opus Wealth Management, you don’t have to choose between small firm service and large firm resources. Instead, you’ll get the best of both worlds: our personal attention, together with the resources of Belpointe and its Family Office, ensuring you access to comprehensive financial, legal and tax expertise when you need it.
Keeping Your Money Safe
We partner with Fidelity Investments to ensure that your money is safely kept and always secure.