Opes Advisors Inc.

Opes Advisors is a rapidly growing, independent financial advisory firm offering our clients both Wealth Management and Residential Mortgage Banking services. We provide these services differently than our commoditized competition by taking a “balance sheet centric” approach in which we combine insights from our different disciplines of financial expertise to develop strategies critical to the success of our clients’ financial futures. Our firm’s vision is to help clients make effective financial decisions that support their current lifestyle and prepare for a satisfying retirement. These are much bigger concerns than simply the valuations of their investment real estate, how their stocks and bonds have performed or the rates and fees associated with their residential mortgages, though each of these tactical considerations is a key component of the long-term success of a client’s balance sheet. The real estate considerations in this balance sheet centric approach are especially relevant in the Bay Area, where real estate is one of the most important, and frequently the most significant assets in our clients’ portfolios.