Opus Wealth Management
Company

Opus Wealth Management

Financial Services Dallas, Texas, United States 4 employees
Employees
4
Contacts
1
Emails
1
Phones
1
www.opuswealth.net LinkedIn

Opus Wealth Management Overview

Headquarters
Dallas, Texas, United States
Website
www.opuswealth.net
Industry
Financial Services
Employees
4
Founded
2005
Funding
,
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords
Wealth Managment Estate Planning Tax Planning Investments Private Investments Investment Hedges Asset Protection Intergenerational Wealth Exit Planning Legacy Planning Charitable Planning Parent Care

About Opus Wealth Management

Opus Wealth Management specializes in families that need help coordinating all facets of their planning. While we don't always work with complex situations, families with overwhelmed with the complexity of their situation are where we shine. Coordinated, cross-disciplinary and proactive planning...with a šŸ˜Š

Opus Wealth Management Contact Details

People in AeroLeads
3
With contact data
1
Email contacts
1
33.3% coverage
Phone contacts
1
33.3% coverage

Opus Wealth Management Org Chart

Sample employees and titles
Name Title Contact
Arantza Vega Mota Bilingual Attorney (mexico/u.s.)
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Trina Montano Operations Coordinator at Opus Wealth
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Brent Wood Financial Operations
Email Phone

Employees by Management Level

Individual contributor 2 profiles
Associate / junior 1 profile

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