Wealth Management Guides Supporting your Personal Life Story

Money is a complex medium that has the power to support or detract from the quality of all of our lives. Taking a closer look at the different components like asset management, real estate, equity compensation, various taxes, while thinking about your family’s financial future, the complexity grows exponentially.

Wealth Management Guides Supporting your Personal Life Story

Money is a complex medium that has the power to support or detract from the quality of all of our lives. Taking a closer look at the different components like asset management, real estate, equity compensation, various taxes, while thinking about your family’s financial future, the complexity grows exponentially.

There is no one-size-fits-all approach

All our stories and
journeys are unique.

There is no one-size-fits-all approach

All our stories and
journeys are unique.

There is no one-size-fits-all approach to effective wealth management. For the last 16 years we’ve been advising and guiding people just like you through complex scenarios in a way that results in peace, stability, excitement and confidence in their financial futures.

At OPES Wealth, our approach is that of learning your story and your unique needs so that we can effectively guide you along the paths we have travelled with our clients many times before; guiding from the humility of wanting to help you live your most fulfilling life.

Please explore this website and view our customer stories. Perhaps you can see some similarities there to your situation, and when ready, jump into our assessment as the first step in finding out if we’re a good mutual fit to work together.

HOW WE CAN HELP YOU

What We Do

We are a team of financial professionals passionate about helping people turn out good lives. We actively work with our clients to advise, guide, and implement actions in four domains: financial planning, investment management, real estate, and tax mitigation.

Investment Management

We understand and incorporate the unique aspects of each client’s exposure across all of their assets, when constructing their investment portfolio. We embrace modern portfolio theory as a means of increasing risk adjusted returns for our clients.

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Real Estate Analysis

Real estate presents both significant challenges, and significant opportunities in managing our client’s wealth. In recognition of the importance of incorporating real estate into our financial planning, we have built a proprietary software, Opes Advantage. This enables us to clearly reveal the impact that decisions today will have over a horizon of time.

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Financial Planing

Financial planning isn’t only about capturing financial data and projecting it into the future. It’s about truly understanding what makes sense to our clients. We guide our clients, illuminating pathways ahead that might otherwise be hidden from view.

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Tax Strategies

A clear understanding of tax strategies and options such as Opportunity Zone Funds, Location Optimization, 1031 Exchanges and Nevada/Delaware Trusts sets the stage for good decision making when selling your home, commercial real estate or your business.

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Does this sound familiar

Client story

Chart indicating personal financial management strategy

Facing the complexity of owning a portfolio of rental properties in the Southeast, Jim’s concentrated stock compensation in the Bay Area, the location requirements of Cynthia’s real estate business, raising and educating 3 young girls, and Jim wanting to transition to a less-stressful job that allowed for more time with family, Cynthia and Jim had a lot to consider.

Opes helped the couple create the flexibility necessary for Cynthia to rebuild her practice, negotiate Jim’s departure from his former employer, manage the liquidity event of selling their primary residence, and diversify their real estate portfolio through a 1031 exchange, allowing them to meet all their goals.

Chart indicating personal financial management strategy

INSIGHT AND WHAT WE’RE READING

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