About Us

Opinicus Wealth Management is a boutique investment management firm and goal-driven, client success advocate founded by entrepreneurs for affluent professionals and entrepreneurs. We are a team of knowledgeable advisors and investment managers who understand what makes a business tick. We understand the challenges that accompany wealth attained through a successful business operation: the investment decisions, time constraints, bottlenecks, family communication, legal hurdles, tax ramifications and countless other financial matters.

With clients throughout the United States, our focus is the prudent management of our clients’ investments and collaborative financial planning through our proprietary “Wealth Advancement Consulting” program.