Our Belief:
You’re the Creator of Your Reality

Your wealth is simply a tool that, when utilized correctly, can help ensure your life is filled with the items, experiences and opportunities that matter most to you.

A fiduciary independent Registered Investment Advisor (RIA), Opulus’s mission is to deliver transparent advice that serves your best interests in all aspects of your life — your family, your career and your aspirations. Passionate about technology, we are constantly looking for new ways to enhance our offering. When you work with us, we view our time together as an ongoing collaboration, one that continues to grow and evolve with you, whether you’re looking towards retirement or establishing yourself in a lucrative career.

The size of our firm is intentional. We want to ensure every one of our clients receives the same level of care, attention and service. While we are a smaller firm, we have strategic alliances with a multitude of professionals who offer expertise in a variety of industries such as taxes, law, insurance and banking.