Opus: Advice First

Our Mission

Opus: Advice First represents all we can do together. We look to enhance the financial and emotional well-being of our clients and their families by providing information and improving behavior as it relates to their life decisions.

Planning for the future is important work, just as a musician creates their unique pieces. In the musical sense we see our relationship as working in “harmony”. Starting with advice first, we look to keep you on track with core financial planning and subsequently help you manage the wealth and assets we build together.

The original office is based in Oxford, CT, and recently, Opus has added a new location in Palo Alto, CA! With the help of technology, we are able to serve clients in 20 states. Our value proposition is centered on creating and maintaining deep relationships with our clients so that we can help to “orchestrate your dreams”. This is done by identifying your unique and individual goals and helping you pursue them through comprehensive planning.


Advisors

Philip Bensley

Philip Bensley

Financial Advisor

Visit Philip Bensley's website
Nina Daoud

Nina Daoud

Financial Advisor

Visit Nina Daoud's website
Anthony Williams

Anthony Williams

Financial Advisor

Visit Anthony Williams's website
Joseph Irizarry

Joseph Irizarry

Financial Advisor

Visit Joseph Irizarry's website
John Wellington Sr

John Wellington Sr

Financial Advisor

Visit John Wellington Sr's website

Team

Alison Perrin

Alison Perrin

Financial Planning Analyst,

CERTIFIED FINANCIAL PLANNER™ professional
Andy Smith

Andy Smith

Client Relationship Manager,

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Haritsa Halepas

Haritsa Halepas

Client Relationship Manager,

Financial Planning Assistant
Anastasia Esposito

Anastasia Esposito

Client Service Manager,

Marketing Manager
Ellen Capone

Ellen Capone

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