Tame your complex financial life and build wealth that lasts.

Learn how our planning-intensive approach and disciplined investment strategy can help you minimize blind spots and achieve your goals.

What Can Opus Wealth Management do for you?

Learn with us

One of our core values is education. After all, nobody is better equipped to make decisions for your family than you...armed with the right facts.

Work with us

At Opus Wealth Management, we’ve been providing a more complete, planning-intensive approach for over 20 years.

Free eBook

How to Achieve Financial Security

Five Steps to a More Resilient Future

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.