OPUS PRIVATE WEALTH GROUP, LLC

Overview

Opus Private Wealth Group, LLC is an independent registered investment adviser that focuses on fee-based portfolio management and financial planning for individual and family clients. The firm positions itself as a capital allocator, offering discretionary portfolio management, planning, and the selection of outside managers when appropriate. Its fee model combines a percentage-of-AUM structure with the availability of hourly charges, which supports both ongoing advisory relationships and project-based engagements. Investment activity is concentrated on equity exposures; the firm reports a clear preference for exchange-traded equities across its separately managed account footprint. It is not an active ESG investor and is structured as a limited liability company with individual ownership. Opus also maintains an affiliation with an insurance company, which can factor into how it integrates insurance-based solutions into client planning.

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Location & Offices