When prospective clients come to Opus, they generally have expectations for comprehensive advice - help with planning strategies, help with investment management, and help with implementing the first two in a tax efficient manner. The links below will provide additional insight to each component of a comprehensive relationship. Note that the groupings are simply to clarify the different components of a comprehensive engagement, and are not intended to be standalone offerings.

Click through on each category to find out more:

Tax Reduction Planning

A key component of wealth creation and preservation is minimizing taxes. We incorporate tax efficiency into both the accumulation and distribution phases of life and then, when desired, prepare and file our clients' taxes for them.

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