Specialist Wealth Advisory for HNW & UHNW Individuals and Families
Opes Wealth is a boutique, independent financial advisory practice dedicated to helping high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals and families navigate complex financial decisions with clarity, care, and strategic insight.
We work with entrepreneurs, professionals, executives, and legacy-focused families who value discretion, personal attention, and advice tailored to their unique needs. Our clients seek more than financial planning—they seek long-term partnerships built on trust, insight, and integrity.
What Sets Us Apart:
* Boutique by Design: We remain deliberately small and selective, offering a high-touch, concierge-style advisory experience.
* CFP® Professionals Only: Every advisor is a Certified Financial Planner (CFP®), held to the highest global standards in ethics and planning.
* Independent & Provider-Agnostic: We are free from product bias, recommending only what best serves our clients’ long-term goals.
* Specialists in Complexity: We bring deep expertise in intergenerational wealth, estate structuring, global investments, and multi-jurisdictional planning.
Our Services Include:
• Holistic Financial Planning
• Investment Strategy & Oversight
• Estate & Succession Planning
• Retirement & Liquidity Planning
• Family Office-style Advisory Support
• Structured Products & Wealth Transfer Solutions
At Opes Wealth, we don’t just manage money—we steward legacies.
Company Details
- Employees
- 2
- Founded
- 2017
- Address
- Cape Town, Western Cape, Za
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.opeswealth.co.za
- Keywords
- Risk Cover, Investments, Retirement Planning, Estate Planning and Wills & Trusts, Medical Schemes, Gap Cover, Employee Benefits.
- HQ
- Cape Town, Western Cape
Opes Wealth Questions
Opes Wealth's website is http://www.opeswealth.co.za
Opes Wealth's LinkedIn profile is https://za.linkedin.com/company/opeswealth
Opes Wealth has
2 employees.
View email and phone details for 2
employees at Opes Wealth.
Opes Wealth's industry is
Financial Services
Opes Wealth's top competitors are
Propulsion,
Hundle,
Citywire South Africa,
Opes Wealth Management, Llc.,
High Altitude Recruiting,
Opes Wealth Management,
Optas Capital,
Kaleo Ventures,
Southchester Investment Managers Pty Limited,
Trajan Wealth Llc.
Opes Wealth's categories are Financial Services
Opes Wealth's founding year is 2017
