The Opus Group at Morgan Stanley
The Opus Group is a leading private wealth management team with over 40 years of combined experience based in San Francisco, CA overseeing $1.2 billion in client assets.
Welcome The Opus Group is a leading private wealth management team with over 40 years of combined experience based in San Francisco, CA overseeing $1.2 billion in client assets*. We work with a select group of high-net-worth business owners, entrepreneurs, corporate executives and their families that value our depth of knowledge and experience in providing comprehensive wealth management solutions designed to help achieve their most important life goals. Our Mission The Group’s mission is to provide objective, high quality wealth management advice and services to help clients simplify their lives, allowing them to pursue their passions and enjoy the wealth they have created. Our responsibility is to continually align our clients’ goals and values with their wealth management plan. Our Wealth Planning Services Our Group provides a wide range of wealth planning services: • Investment Strategy and Asset Allocation • Concentrated Wealth Strategies • Stock Option Analysis • Cash Flow Planning • Tax Optimization Strategies • Family Office Services • Estate and Wealth Transfer Planning Strategies • Coordination with External Tax and Legal Advisors • Philanthropic and Gifting Strategies • Retirement Planning • Education Planning • Insurance Analysis/Risk Management • Access to Banking & Lending Services
Address: 555 California St, 35th Floor, San Francisco, CA 94104, USA
Phone: +1 415 984 6975
FAX: +1 415 984 6711
