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. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

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 work towards building together.

Our hub office is located in Oxford, CT with two additional locations for our client's convenience in Palo Alto, CA and Westchester, NY. 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.

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