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 important 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 we also have offices in Harrison, NY and 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.