Legal and regulatory information
Website Disclosures
Please review this information carefully. It describes important limitations concerning the content and tools provided on this website.
Advisory firm information
Opus Financial LLC, doing business as Opus Wealth Management, is an investment adviser. The firm’s registration and disclosure filings are available through the Investment Adviser Public Disclosure database under CRD No. 334279. Registration as an investment adviser does not imply a particular level of skill or training.
View Form ADV and IAPD record ↗No individualized advice
Information on this website is provided for general educational and informational purposes only. It is not individualized investment, financial, tax, accounting, insurance, or legal advice; is not an offer or solicitation; and should not be relied upon as the sole basis for a financial decision. Advisory services are provided only under a written agreement after evaluating the client’s circumstances.
Investing involves risk
All investing involves risk, including possible loss of principal. No investment strategy or allocation can ensure a profit or protect against loss. Past performance does not guarantee future results. Forward-looking statements, market observations, and planning assumptions may prove incorrect.
Calculator and hypothetical illustrations
The retirement calculator and other projections are simplified hypothetical illustrations. Results depend on user inputs and assumptions and do not reflect all taxes, fees, market conditions, cash flows, investment risks, or personal circumstances. They are not guarantees, forecasts, or recommendations. Actual results may differ materially.
Illustrative perspectives
Statements presented on the website as illustrative client perspectives are fictional examples created to communicate the type of experience Opus Wealth seeks to provide. They are not quotations from actual clients, testimonials, or endorsements and do not guarantee any client experience or result.
Tax and legal matters
References to tax, estate, business-transition, and legal planning are educational. Opus Wealth Management does not provide legal advice. Tax and legal strategies should be reviewed with appropriately qualified professionals.
Third-party information and links
Third-party information is believed to be reliable but is not guaranteed to be accurate, complete, or current. Links to third-party websites are provided for convenience. Opus Wealth Management does not control, endorse, or assume responsibility for third-party content, security, privacy practices, or availability.
Website availability and communications
Website content may be changed without notice. Electronic communications may not be secure or delivered promptly. Do not send account numbers, Social Security numbers, passwords, trading instructions, or other sensitive information through ordinary email or scheduling forms.