Your Single Source For Integrated Wealth Management

With headquarters in Purchase, New York, Opus Advisory Group has created a unique and innovative approach to wealth and benefit management. Our fully integrated methodology helps enable clients to more effectively achieve their goals through active, truly optimized decision-making. By working with and coordinating all of your advisors, carriers and other providers, we help eliminate blind spots in your planning, processes and solutions. Because optimized decisions cannot be made in individual silos, we put an emphasis on the big picture. At Opus Advisory Group, we change the conversation from product to process. Next: Management Team