Keeping Your Money Safe
We partner with Fidelity Investments to ensure that your money is safely kept and always secure.
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?
We are an independent financial advisory firm serving individuals and families in the greater Dallas area for over 15 years.
Get to know our highly credentialed team
How We’re Different
Expertise
We possess both the Chartered Financial Analyst® and CERTIFIED FINANCIAL PLANNER™ professional designations.
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Commitment to Diligence
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.
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Single Point of Contact
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.
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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.
