Mission Statement

  • We believe in life planning before financial planning and as such, our role is to educate, motivate, and assist our clients in understanding their own life plans.
  • We are committed to serving our clients as unique partners, requiring individual solutions and well thought out strategies to empower them to make their own decisions.
  • We believe it is imperative for clients to understand both the advantages AND disadvantages of each strategy that they consider.
  • We value the relationships and trust that we build over all else.
  • We will earn the right to be trusted financial advisors by providing our clients with so much value that they consider us to be an integral part of their lives. At this point, they have become clients not just for one transaction, but for life.

     

To The Opus Group LLC, our mission statement is more than just words – it is a way of life. And each time someone reads our mission statement in a brochure, a letter or posted on the wall of our office, he or she will get an immediate sense of what our business is all about.
 
Our comprehensive wealth management process is not product or sales driven; it is client driven. For investments, we utilize a multi-family and multi-manager approach to asset allocation, and our clients will always know the strategy that we have utilized to create their portfolio. For planning solutions incorporating insurance products, The Opus Group LLC allows pricing and circumstance to dictate which insurance company is utilized - we do not receive office “subsidies” from insurance carriers and thus avoid potential conflicts of interest.  We have established professional alliances with various independent tax and planning specialists to enhance our capabilities; it is through this team approach that we believe planning is most effective.
 
In an age where salesmen roam the industry like prehistoric dinosaurs, The Opus Group LLC refuses to be a part of the sales quota/sales pressure world that was created by our predecessors. We have the power to change the system, and we have used that power to create an environment and platform to accomplish just that. Industry “veterans” will sneer at our mission, saying that it will always be money that inevitably motivates the financial services representative.  While we are compensated for the work we do, it is waking up in the morning and being able to look at ourselves in the mirror to say “I am proud of who I am and what I do for a living” that motivates us. Money can’t do that, not even for the shallowest of people – but helping clients achieve their goals certainly can. That’s what The Opus Group LLC is all about.