Opes Advantage is our proprietary software designed to help clients make better long-term decisions by showing the real impact of real estate on their lives. For clients in high-cost regions like the Bay Area, this type of planning isn’t optional — it’s essential.
Should real estate be part of your financial plan?
Absolutely. Most financial software emphasizes investment accounts and overlooks one of the most significant factors in a person’s net worth: their home or property. Recognizing this gap is what led us to develop Opes Advantage. Built to integrate real estate directly into our scenario-based planning, Opes Advantage helps you visualize how choices you make today — like buying a second home or investment property — can affect your financial future. Everything is shown in one place, making complex decisions easier to evaluate.
Can a planning tool change how you see your options?
We think so. The tool was built to provide a clear, visual snapshot of your plan, allowing you to see how a single decision plays out over time. In late 2024, Opes Advantage was named a finalist in the “Innovation” category by the ThinkAdvisor Luminaries Awards, a reflection of our commitment to building tools that match the complexity of real life. This recognition accompanies other recent accolades, including our inclusion on etf.com’s 2024 list of the Top 50 RIA Firms for our leadership in ETF strategy.
At Opes, we believe any actionable financial plan needs to incorporate real estate. It’s not just about the numbers, it’s about giving clients a complete, useful view of their options, including potential tax implications and longer-term outcomes.
Have questions about how your real estate fits into your financial plan? We’re here to help. Contact us to learn how Opes Advantage can support your goals.
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Erin Whalen
In late 2024, we proudly announced that our proprietary planning software, Opes Advantage, was nominated in the Innovation category by the Think Luminary Awards. Opes Advantage was born out of the realization that there wasn’t an effective financial planning software on the market that did a good job of incorporating real estate into our financial planning, even though it tends to be, for many of us, our most significant asset and liability. The goal was to create a format someone could look at on a single page or screen, and understand the implications of a decision they make today around real estate — buying a second home, buying a larger home, buying investment property, etc. — and how it plays out over the horizon of time.
Written by: Erin Whalen
Disclaimer: Case Studies are provided for illustrative purposes only to provide an example of the firm’s client base, process, and methodology. The experiences portrayed herein are not representative of all firm clients. Other individual outcomes may vary based on their individual circumstances, and there can be no assurance that the firm will be able to achieve similar results in comparable situations. No portion of this case study is to be interpreted as a testimonial or endorsement of the firm’s financial and investment advisory services. Client tax situations are unique and specific, and you are encouraged to consult a tax professional to analyze your specific situation. This material has been prepared for informational purposes only, and is not intended to provide tax, legal or accounting advice; nothing contained in these materials should be taken as such. The opinions expressed in this article are not intended to provide specific advice or recommendations for any individual or on any specific tax strategy or security. The material is presented solely for information purposes and has been gathered from sources believed to be reliable, however Opes Wealth Management cannot guarantee the accuracy or completeness of such information, and certain information presented here may have been condensed or summarized from its original source. Advisory services are only offered to clients or prospective clients where Opes Wealth Management and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Opes unless a client service agreement is in place.
