Opus: Advice First

A private wealth advisory practice of Ameriprise Financial Services, LLC
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Background and qualification information is available at FINRA's BrokerCheck website.

Our approach

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 education 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 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.

Honored to receive industry recognition

We are honored and thankful to serve each of our clients and their families now and in the future – and we’re excited to share that Nancy S. Daoud has been recognized as Barron's Top 1,200 Financial Advisors for 2020, Forbes Best in State Wealth Advisors for 2020, Barron's Top 100 Women Financial Advisors for 2019, as well as Financial Times Top 400 Financial Advisors for 2019. These are awarded to a select group of advisors for quality of service and success in business and ethics. It is also an achievement that reflects her commitment to making a difference in the lives of each of her clients. We look forward to continuing to serve you.

Rankings for the Financial Times Top 400 Financial Advisers list are based in large part on data gathered from and verified by Ameriprise Financial, and as identified by Financial Times, reflecting each advisor’s performance in six primary areas: assets under management, asset growth, compliance record, experience, credentials and accessibility. Ameriprise financial advisors were nominated by Ameriprise Financial. Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success. Neither Ameriprise Financial nor its advisors pay a fee to Financial Times in exchange for the ranking.

Forbes/SHOOK Research listings are based on data compiled by many of the nation’s most productive advisors, selected by their firms, which is then submitted to and judged by SHOOK Research. Key factors and criteria include: assets under management, revenue produced over a three year period, regulatory and compliance record, and credentials/years of professional experience. Portfolio performance is not a factor.

Our videos

3 videos

The Ameriprise difference

Ask us about tracking your goals online
Having ongoing access to your goals and progress can help you feel confident, connected and always in control of your financial life.

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Keep an eye on the future

Working with a personal financial advisor who’s just as focused on you as they are on the markets can help you keep an eye on the future. (0:15)