Opis Companies is a veteran owned business.

Mission:

Enable business owners, their families and future generations to make smart decisions with their assets for growth, independence, security and intergenerational continuity

Philosophy:

Treat our clients the way we would want to be treated under similar circumstances, strive to under-promise and exceed expectations

Premise:

We believe business owners need advisors who themselves are business owners and whose business model is structured to serve their specific, unique needs 

Our Approach:

Provide comprehensive wealth management services (wealth enhancement, protection and transfer) to our clients through our companies, years of experience, our extensive professional network and working in close collaboration with their current advisors

Our Clients:

We only work with a select few clients with whom there is rapport and for whom we can have a major impact