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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
- -
- Address
- Cape Town, Western Cape, Za
- Industry
- Financial Services
- 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
Trajan Wealth Llc,
Kaleo Ventures,
Propulsion,
Hundle,
Opes Wealth Management, Llc.,
Opes Wealth Management,
Citywire South Africa,
High Altitude Recruiting,
Southchester Investment Managers Pty Limited,
Optas Capital.
Opes Wealth's categories are Financial Services
Opes Wealth's founding year is 2017
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Top Opes Wealth Employees
-
Clinton Scott CFP®
Certified Financial Planner® Professional At Opes Wealth (Pty) Ltd
City Of Cape Town, Western Cape, South Africa, South Africa1liblink.co.za -
Darren Robertson CFP® AIFM®
Certified Financial Planner® & Key Individual At Opes Wealth (Pty) Ltd.
City Of Cape Town, Western Cape, South Africa, South Africa
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