The art of critical thinking, planning, modeling, (and many times facilitating) the strategic financial initiatives for Entrepreneurs, Affluent Multi-Generational Families, and Retirees. Money in motion creates opportunity. Capitalizing on opportunity requires strategy. Strategy is knowing what levers to pull and when.
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The engine that operates in synchrony with your Strategic plan, whether focusing on asset growth or generating consistent, reliable retirement income.
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Sophisticated design and responsive management of corporate retirement plans to drive tax savings and attract / retain top talent.
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Outsourced intellectual capital from seasoned entrepreneurs to guide business decisions, whether large or small.
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Comprehensive, proactive tax planning and organized accounting incorporated into your big picture financial goals.
LEARN MORE“The best offense is a good defense”. Pinpointing your blind spots and facilitating the calculated measures to mitigate life’s perils and curve balls.
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Opinicus is the brainchild of Griffin Dalrymple, a finance savvy entrepreneur who recognized that entrepreneurs and multi-generational families require substantially more than the typical finance industry offering of standalone investment management. In reality, investment portfolios comprise only a sliver of an affluent family's wealth. As such, high net worth families with complex balance sheets and personal time limitations need a team of professionals with diverse specialties to support their growth and financial intricacies. The Opinicus team has the ability to learn a client's corporate financial nuances, understand their illiquid investments and factor their entire balance sheet into the strategic planning and reporting so the client has a true advisory partner aligned with their financial initiatives.
With no advertising or marketing efforts, Opinicus has expanded into a closely held family enterprise with an industry tenured team of specialists to support the sprawling wealth of 100+ affluent families across the United States.
Opinicus operates a comprehensive financial services vertical catering to the financial lifecycle of successful entrepreneurs, affluent multi-generational families, and retirees. Our team of industry tenured fiduciaries specialize in the design of basic to complex financial strategies and its implementation all under one roof. Time is our clientele’s most valued resource, so we backup our intellectual prowess with a white-glove, attentive service model akin to a multi-family office.
In order to maintain our high-quality service model, Opinicus focuses its efforts on a very specific clientele. Our affluent clients tend to be entrepreneurs, in-demand professionals, multi-generational families, and retirees with at least $1M in liquid investable assets and balance sheets well in excess of $1M. Our clients are delegators seeking to maximize their time and believe in the power of a team to accomplish a greater goal. They are willing to define their goals and appreciate a candid perspective, without sugar coating.
Opinicus was founded on savvy financial stewardship within the confines of integrity, trust, and respect. We partner with families who handle their financial affairs with the same valued standards.