Services
The Opulus Method
Minimize taxes. Manage income. Grow wealth. Live on your terms. Four pillars, coordinated as one system—not four separate conversations with four different people.
Taxes
Reduce your burden.
Most high earners overpay—not from carelessness, but because their tax strategy isn't connected to their income, investments, and equity comp. We fix that.
Manage Income
Make every dollar work harder.
Growing wealth takes more than a good portfolio. We coordinate your investments, real estate strategy, and risk protection—so every asset works together.
Grow Wealth
Turn income into lasting wealth.
Growing wealth takes more than a good portfolio. We coordinate your investments, real estate strategy, and risk protection—so every asset works together.
Live On Your Terms
Build freedom, not just wealth.
Wealth is the means, not the end. We help you define what financial freedom looks like for you—and build the plan to get there.
How we work
What working together looks like.
No surprises. No pressure. Four clear steps from first conversation to ongoing partnership.
02
The Analysis
Before you commit
We review your situation and tell you exactly what we see—and what we'd do differently. No obligation.
03
Your First Year
Month 1-12
We build your plan across all four pillars and meet every other month to keep it moving—tax moves, investment adjustments, equity comp decisions, estate plan updates. All of it.
04
Ongoing Partnership
Year 2+
Two meetings a year for planning and monitoring. Full access to us—not a call center—when something changes.
FAQ
Your questions answered.
Everything you need to know about working with us. Still have questions? Book a free call and we'll walk you through it.
Do I need all your services or can I just get one?
No. We offer three services: Invest for standalone investment management, Plan for full financial planning with DIY investing, and Wealth Management for clients who want everything coordinated under one roof. We'll help you figure out which one fits where you are right now.
Do you do my taxes and legal documents?
We don't prepare tax returns or draft legal documents. What we do is plan and coordinate—so your CPA, estate attorney, and any other advisors are all working from the same strategy. We close the gaps most people don't know exist.
How is your investment management different from what I already have?
We build portfolios using BlackRock's Aladdin risk platform—the same institutional tools used by the world's largest asset managers. That means allocations across US, international, bonds, sectors, and alternatives based on research, not guesswork. We make adjustments 2-6 times a year, and every decision is tied to your personal tax strategy, not just market conditions.
What does equity comp planning actually involve?
RSUs, stock options, and ESPPs all come with timing decisions that have real tax consequences. We model the impact before you act—so you're not figuring it out at tax time when it's too late to change anything.
How long until I see results?
Some things move fast—cash flow, tax strategy, benefits gaps. Others build over time. By the end of your first year you'll have a full plan across all four pillars, proactive tax moves already made, and a clear picture of where you're headed.