ABOUT US
We provide advice about what matters most to our clients, guiding them through the decisions of life’s financial journey.
WHY WE DO THIS
Our Mission
To provide advice about what matters most to our clients. Guiding them through the decision of life’s financial journey.
To provide advice about what matters most to our clients – Guiding them through the decision of life’s financial journey.
WHAT KEEP US TRUE
Our Values
TRUST
Holding our clients concerns as our own.
AUTHENTICITY
Encompassing openness, honesty & transparency.
CLARITY
ABOUT US
Our Story
Opes was originally founded in 2005 by entrepreneurs working to combine real estate decisions and wealth management.
One of them, Mark Duvall, enjoyed melding his early background in West Coast real estate development to his strong financial expertise to empower clients more fully. In 2011, Erin Whalen had his first Opes experience as a client seeking to buy a home. Having been in the Investments business for over a decade, he joined the company because he was impressed with the Opes structure for helping people make effective decisions around managing wealth including investment advice, financial planning and real estate as components of their overall personal finances. Erin and Mark became the operating owners of the firm in 2018. Together they act as clients’ ‘wealth guides’, providing a powerful way to look at all aspects of their clients’ complex lives, thereby enabling clients to make effective decisions that turn out good life journeys.
