Who We Serve
Navigate Your Unique Circumstances
Veterans
Veterans deserve more than just standard financial advice – they deserve guidance that considers their specific needs, including maximizing VA benefits, managing deployment-related financial changes, and securing a stable future after retirement.
The Opulence Wealth team works alongside Veterans because we care deeply about their success, both in and out of uniform.
- Shared Understanding of Military Life – We have first-hand understanding of the financial challenges that come with military service. From frequent relocations, deployment, and benefits like VA loans, pensions, and disability compensation, each situation is unique. Having lived through these scenarios, we know that solutions are not one-size-fits-all.
- In Depth Knowledge of Military Benefits – Our Veterans have access to special financial benefit programs that civilians do not – and the OWM team is well-versed. We’re educated on VA Healthcare, military retirement benefits, the GI Bill, etc. We help you, our Veterans, make the most of these benefits, ensuring you don’t miss out on financial opportunities.
- Perspective and Approach – We pull from our own military service experience to guide conversations, and we believe our shared perspective builds trust allowing us to support our Veterans in all phases of their military careers. We understand the stresses of military service and can help to manage unexpected challenges along the way.
- Transitioning to Civilian Life – The transition to civilian life can be financially challenging. We guide Veterans through adjusting to a new career, managing retirement benefits, navigating civilian healthcare options, and more. Furthermore, we understand that this transition isn’t just about changing jobs, it is about navigating a completely new lifestyle. We are here to support you through it.
Opulence Wealth Management is primed to help you build the lifestyle you deserve post service.
Executives
Opulence Wealth Management strives to be a reliable, trusted resource for business leaders with a busy schedule to outsource their financial and estate planning.
We understand the unique challenges top business executives face including complex compensation plans, risk reduction, tax management, portfolio diversification, and sometimes access to exotic retirement saving options that call for expert advice. Financial planning for an executive is best addressed by a full-service team of professionals from the legal, accounting, insurance, and lending fields – as well as a financial advisor. Let OWM create your holistic financial roadmap.
Retirees
Opulence Wealth Management knows that as you approach retirement your needs get more complex. We are primed to assist those who have recently retired, as well as those within 5 to 10 years of retirement, providing support across the finish line to allow for your lifestyle goals.
We have experience and close partnerships with professionals who can assist with wills, trusts, power of attorney situations, tax specialists, beneficiary designations, and more.
Opulence Wealth Management and LPL Financial do not provide legal advice or services. Please consult your legal advisor regarding your specific situation. LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.
Business Owners & Entrepreneurs
Opulence Wealth Management is here to be your partner in managing and preserving your wealth. We come from families that have lived the entrepreneurial life – from running a small family deli to managing a car rental business – we understand the long hours, sacrifices, and dedication it takes to succeed.
Our goal is to give you time back to keep your focus on your passion, your business, while we focus on our passion – the well-being of your finances today, and tomorrow.
High Net Worth Planning
Opulence Wealth Management provides custom portfolios for high-net-worth families and individuals, granting access to our network of tax, insurance, retirement service professionals. We provide expertise and resources to support your wealth, including:
- Wealth management strategies
- Customized financial planning
- Estate and philanthropic planning
- Tax-efficient strategies
- Creative insurance solutions
Manage, grow, and protect your wealth today – and for future generations – with Opulence Wealth Management.