Opes Private Wealth Management is a financial planning firm with a strong commitment to serving clients through personalized wealth management strategies. While the firm’s core focus is in the financial sector, it also demonstrates dedication to social responsibility by offering services that contribute to clients’ long-term financial well-being—an essential component of social services. By understanding each client’s unique circumstances, Opes helps individuals and families plan for retirement, education, and generational wealth transfer, working to ensure financial security across communities. Their approach goes beyond basic investment advice to include life planning, which is often crucial for underserved or transitioning populations.

Opes stands out through its emphasis on transparency, fiduciary responsibility, and long-term relationships, values that align with the social service mission of empowering individuals and safeguarding their future. As a fiduciary, the firm is committed to acting in the best interests of its clients—many of whom rely on these services during significant life transitions. While primarily operating in the financial sector, Opes plays an important role in enhancing financial literacy and resilience, ultimately contributing to individuals’ social stability and personal well-being.

Key Services:

– Personalized financial planning and advisory
– Retirement and income planning
– Education savings strategies
– Estate and legacy planning
– Risk management and insurance analysis
– Investment portfolio management
– Assistance with generational wealth transfer
– Financial education and client empowerment