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LIFE IS KEEPING YOUR HARMONY COLLABORATIVE

SKILLFULLY ORCHESTRATING YOUR FINANCIAL FUTURE

At Opus Wealth Management Group, we see life as a symphony. Just as a musical masterpiece is only realized when all instruments play in harmony, your personal wealth plan can only be developed involving the right people, advice, and expertise. Most of us divide our lives into separate areas, each with their own focus. Where an orchestra has strings, brass, woodwinds, and percussion, your life has work, family, faith, and finances. It is our passion – and our purpose – to skillfully orchestrate each of these areas and give your financial future the attention it deserves.

How We Do It

Helpful Content

Emerging Market Opportunities

Emerging Market Opportunities

What are your options for investing in emerging markets?

Donating Art: Taxation Abstraction

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

Surprises

Surprises

Making the most of surprises is a great reason to work with us.

 

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

Budgeting After a Divorce

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Money Draining Food Myths

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Three Key Questions to Answer Before Taking Social Security

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Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Tax Freedom Day

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Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

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Assess whether you are running “in the black” or “in the red” each month.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Principles

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Jane Bond: Scaling the Ladder

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Bridging the Confidence Gap

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Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

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