Opus Wealth Advisors Inc.

www.opuswealthadvisors.com

In this complex economic climate, Jake Stoneman's 20+ years of experience continues to provide his clients with a safe-haven, where the focus remains on preserving and creating wealth without undue risk. Existing clients enjoy a high level of contact, excellence in products, services, and reporting, and the peace of mind of knowing that their financial lives are entrusted to people who care. The Opus Wealth Advantage offers high net worth individuals and business owners significant opportunities to increase wealth while reducing the tax burden.

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In this complex economic climate, Jake Stoneman's 20+ years of experience continues to provide his clients with a safe-haven, where the focus remains on preserving and creating wealth without undue risk. Existing clients enjoy a high level of contact, excellence in products, services, and reporting, and the peace of mind of knowing that their financial lives are entrusted to people who care. The Opus Wealth Advantage offers high net worth individuals and business owners significant opportunities to increase wealth while reducing the tax burden.

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Country

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City (Headquarters)

Waterloo

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Industry

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Employees

1-10

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Founded

2015

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Potential Decision Makers

  • Owner and President

    Email ****** @****.com
    Phone (***) ****-****
  • Financial Planner

    Email ****** @****.com
    Phone (***) ****-****

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