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Service | Sub Service | Average Price Range (USD) |
---|---|---|
Investment Management | Portfolio Management |
$1000 - $2000
Call to Book
|
Asset Allocation |
$300 - $600
Call to Book
|
|
Investment Strategy Development |
$500 - $1000
Call to Book
|
|
Retirement Planning | Retirement Income Planning |
$400 - $800
Call to Book
|
Pension and Social Security Analysis |
$300 - $500
Call to Book
|
|
Retirement Savings Strategy |
$300 - $600
Call to Book
|
|
Tax Planning | Tax Return Preparation |
$200 - $400
Call to Book
|
Tax Strategy Consulting |
$300 - $500
Call to Book
|
|
Cross-Border Tax Planning |
$500 - $1000
Call to Book
|
|
Financial Advisory | Comprehensive Financial Planning |
$1000 - $2000
Call to Book
|
Client Relationship Management |
$500 - $800
Call to Book
|
|
Goal-Based Planning |
$400 - $700
Call to Book
|
|
Client Education | Investment Workshops |
$100 - $300
Call to Book
|
Webinars on Financial Topics |
$50 - $150
Call to Book
|
|
One-on-One Educational Sessions |
$200 - $400
Call to Book
|
Opus Wealth Advisors Inc. Opus Wealth Advisors means success by stressing long-term navigation of many events. Our achievements focus on your goals, but we want you to outperform them. It is clear that your time, energy, and resources are valuable when working with us, so we strive to make our relationship with you as valuable as possible. It is always difficult to understand how the changing financial environment affects your life. However, the value of financial advice has never been greater. We aim to simplify your goals and decrease the anxiety associated with financial decision-making. Opus Wealth Advisors is a refreshing option in an industry that prioritizes product sales and offers a "one-size-fits-all" approach. Our client relationships are the foundation of our reputation and success. We create a personalized plan by first getting a thorough knowledge of your core beliefs and investment aims. We also learn about your approach to risks and current tax situation.
 
The reviews demonstrate high satisfaction with the financial management services and the team's customer first mentality. For many years the comments discuss their repeated appreciation of how a team member is still able to provide optimal financial advice and work with account management stakeholders. These same customers often praise the care of dedicated work conducted by their financial manager to create an environment of trust and peace. Murray and his team members are said to be knowledgeable, yet the style of communication they practice around advice and plan objectives is welcomed. They are genuinely friendly, which stands out in the reviews and openness is another commendable trait of clients’ understanding and responding to customer preferences.\nCustomer reviews indicate that their relationship with Opus Wealth has successfully supported them through new tax breaks and integrated financial management. They are pleased to have been Opus Worthy planners for a long period, having made early retirement possible. Isn’t as if they want to attempt to manage their finances alone, according to the customer of Kathy Butler, if they are one, that is. Murray, Jake, and their team lead the business, according to the numerous reviews, and all recommend them overwhelmingly, leaving no stone unturned.
 
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