WHO WE SERVE
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.