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Private Wealth Management

At The Opus Group, we are committed to working with our clients to meet both their short term and long term financial goals. We will help you build a personalized strategic asset allocation to seek respectable returns while focusing on the most critical goal of safeguarding the wealth you’ve accumulated from the vagaries of the financial markets.

The Opus Group team of professionals will develop an integrated financial strategy for each client by:

  • Establishing financial goals and objectives
  • Analyzing liquidity requirements
  • Determining asset allocation and investment implementation
  • Coordinating tax and estate planning with legal and tax experts
  • Evaluating philanthropic interests

Each individual’s customized asset allocation mix reflects opportunities, tolerance for risk, taxation, transfer of wealth and our forecast for the financial markets. We believe opportunistic purchases based on a strategic forecast of the financial markets should be built into any long term financial wealth plan.

Join our range of clients from professional athletes to high net worth individuals who all have one common goal: the desire to protect and enhance the lifestyles they have worked so hard to achieve.

Advisory Services offered through Garden State Investment Advisory Services, LLC, a Registered Investment Advisor. All securities offered through Garden State Securities, Inc., Member FINRA/SIPC. Insurance products offered through Garden State Insurance Agency, Inc. For information regarding Garden State Investment Advisory Services, LLC, Garden State Securities, Inc. and Garden State Insurance Agency, Inc.including required disclosures, please visit the firm's website at gardenstatesecurities.com. Check the background of this firm on FINRA's Brokercheck.

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