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Building long-term relationships through education, training, integrity, and outstanding client service.

Welcome to

Opulence Wealth Management

We believe in out of the box thinking and challenging conventional wisdom

Our mission is two-fold:

  1. We guide clients toward financial independence through planning. We spend time with clients to determine their goals and objectives, time horizon, risk tolerance, and assist in making suitable financial decisions for their future. We are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
  2. We build long-term relationships focused on your financial well-being. We aim to accomplish this through education, training, integrity, and outstanding client service. It is my honor to act as your knowledgeable guide to reaching your future goals.

From managing debt to saving for college to retirement, we know personal finance challenges can be overwhelming. Our commitment is to utilize all our resources to help you pursue your goals.

Our Team

Who We Serve

For decades, we've helped employees at several corporations maximize their employee benefits. We often find that executives know of their benefits but haven't had the time to create a thoughtful plan to capitalize on them.

What Sets Us Apart

  • Guidance on maximizing your benefits
  • Analysis of ESOs (employee stock options) and RSUs (restricted stock units)
  • Exploration of existing portfolio and recommendations for diversification
  • 401(k) analysis to maximize contributions and after-tax Roth conversion strategies
  • Establishment of a cash contingency plan
  • Retirement prior to 65: health care coverage and retirement income plan

Helping You

We will thoroughly evaluate your retirement plan and other benefits and provide recommendations so you can take full advantage of your employer's offerings. You work hard every day and strive for excellence in your career. Let's work together to put a plan in place to make sure your financial and retirement plans work just as hard for you. Contact us today to start the conversation.

Our Services

Opulence Wealth Management provides personalized, hands-on service. We partner with our clients to develop sound retirement strategies.
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Financial Planning

Financial planning helps you understand where you are today and create a roadmap to get you where you want to be. Our recommendations are personalized to you, whether you're saving for retirement or need comprehensive planning and wealth management.

Our advisors have years of experience and will help you establish your goals, consider all aspects of your financial circumstance, identify action steps, and tailor an investment strategy to your goals.

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Investment Management

Our goal is to meet you where you are today and make plans to get you to where you want to be tomorrow. Our advisors are dedicated to developing a strategy that will help you achieve your financial goals. We provide ongoing assessments, management, and adjustments to your investments as you go through life and your needs shift.

Our wealth management services will provide you with comprehensive planning and implementation of strategies for retirement, family, inheritance, insurance, estate, charitable giving, and tax planning. Working with one of our experienced financial professionals allows you access to thousands of investment and insurance options to fit your needs.

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Retirement Planning

We can develop a clear financial plan to help you gain an understanding of how your investments, Social Security, and savings can all work together. Planning for retirement is not something that happens overnight.

Many of us have been saving for retirement since we began our careers, while others started later in life. The important thing to remember is that the nest egg you have saved needs to provide comfort and peace of mind, well beyond your working years.

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Disability, Life, and Long Term Care Insurance

Protecting you against all the what ifs in life means considering what happens if the worst, or best, comes your way. A well-crafted plan highlights the possible but is flexible enough to mitigate the improbable.

Insurance can offer security beyond financial planning and asset management. This is why we created a full-service insurance brokerage team to support financial advisors and their clients.

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Tax & Estate Planning

An effective estate plan ties together even the most complex financial scenarios. This means considering matters of both life and death that may involve incapacity, gifting, and charitable giving in addition to wealth transfer.

Taxes are often an afterthought but have a significant impact on virtually every aspect of a financial household. Proactive planning means that we're carefully watching what may easily be a client's biggest expense.

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College Savings Strategies

College tuition climbs every year, and for many families, this poses a financial challenge. Opening an education savings account, saving early and saving often are ideal ways to earmark money for your child’s tuition costs.

The key is to identify which account is right for you and when to start saving, while keeping your other financial goals on track. There are many options for paying for college, each with its own set of considerations. Our dedicated financial advisors can help you pursue your education savings goals.

Our Process

We create strategies tailored to our client's needs and goals. Years of experience have prepared us to guide people through each life transition, and one of our primary goals is to develop long-term, trusting relationships.

Introduction

This is the first part of establishing a fruitful partnership, so be prepared! Our goal is to mutually establish our expectations and whether an ongoing relationship is a good fit. In this phase, we will identify your goals, priorities, preferences, and potential obstacles.

Exploration

Based on our first meeting, we now take a deeper dive into your individual financial situation. During this session, we begin to sketch a preliminary plan as we discuss your personal and financial goals more comprehensively. This phase is essential to developing a customized, comprehensive plan.

Planning

In this phase, we deliver an easy-to-follow roadmap that will help you work towards your financial goals. We will specifically address the areas most important to you, ensuring your customized plan is tailored to help address your goals. We also explain and educate you on the plan so you feel confident.

Ongoing Support

As your life circumstances facilitate a different approach to financial planning, wealth management, and savings options, we will be a constant presence to ensure that your plan transitions along with you. Your goals will inevitably shift over time, which is why we are here to update and evolve your financial plan proactively.

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

Let's Chat