The financial firm built for you.
An AI-forward firm that coordinates your taxes, investments, equity comp, and estate plan—so every dollar you earn compounds.
Opulus
Services
The Opulus Method
We handle everything so you don't have to.
How we work
What working together looks like.
No surprises. No pressure. Four clear steps from first conversation to ongoing partnership.
02
The Analysis
Before you commit
We review your situation and tell you exactly what we see—and what we'd do differently. No obligation.
03
Your First Year
Month 1-12
We build your plan across all four pillars and meet every other month to keep it moving—tax moves, investment adjustments, equity comp decisions, estate plan updates. All of it.
04
Ongoing Partnership
Year 2+
Two meetings a year for planning and monitoring. Full access to us—not a call center—when something changes.
Why choose us
We're not your typical firm.
The financial industry wasn't designed for you. We were.
Most firms were built to manage assets. Not lives. So they manage your investments, ignore your taxes, and hope you don't notice the gap.
Opulus
We were built for your whole financial life. We coordinate your investments, taxes, equity comp, and estate plan. We notice the gaps. Then we close them.
FAQ
Your questions answered.
Everything you need to know about working with us. Still have questions? Book a free call and we'll walk you through it.
What does Opulus actually do?
We coordinate your taxes, investments, equity comp, and estate plan as one connected strategy. Most firms handle one piece. We handle all of it.
Is this just investment management?
No. Investments are one part of what we do. We build a full financial plan across four areas—tax, income, wealth, and your life goals—and keep them working together.
How much does it cost?
We're fee-only—no commissions, no kickbacks. Depending on the service, it's either a flat fee or a percentage of assets. Full breakdown is on the pricing page.
How is this different from my current advisor?
If your advisor isn't proactively reducing your taxes, coordinating your equity comp, and updating your estate plan—there's a gap. That's what we fix.
How do I get started?
Book a fit call below. It's free, no pitch, and takes 30 minutes. We'll tell you exactly what we see and what we'd do differently.