Financial Advisors
Dallas, TX
Opus Wealth Management is an independent financial advisory firm in Dallas specializing in comprehensive wealth planning and investment management for high-net-worth individuals and families. The team provides personalized financial strategies covering retirement planning, investment portfolio management, tax optimization, and estate planning. They focus on building long-term relationships with clients through a consultative approach tailored to individual goals and circumstances.
Ideal for: High-net-worth individuals, families with complex finances, business owners, those planning for retirement or major life transitions
Service area: Dallas, TX and surrounding North Texas communities
Independent Firm: Operates as an independent advisory firm without conflicts of interest from product sales or parent company mandates, allowing objective recommendations.
Comprehensive Planning: Addresses multiple aspects of wealth management including retirement, investments, taxes, and estate planning in a coordinated strategy.
High-Net-Worth Specialization: Focuses on affluent individuals and families with complex financial needs requiring sophisticated planning expertise.
Address: 5301 Alpha Rd Suite 80, Dallas, TX 75240
Phone: (214) 453-2697
Website: opuswealth.net
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