Build. Preserve. Grow.
Wealth management for the petrochemical industry and beyond.
About
Who We Are
At OPES Partners, we leverage our core values and strengths to bring clients personalized advice. We are committed to creating lasting relationships that span generations. We strive to provide the highest standard of service within the financial industry.
Whether you need to create your financial vision, design a retirement plan, refresh your portfolio, or address a specific issue or life event, we can provide the assistance you need and we greatly value the opportunity to serve you.
What We Do
We seek to establish strong relationships and provide sound financial planning and investment advice. We pursue this mission by taking our clients through a detailed financial planning process. Once we have developed a strategy we then execute our investment plan and monitor the results. As part of this time-tested process, we provide the following services:
Retirement Planning
Tailored strategies to work towards your retirement goals.
Financial Planning
Comprehensive planning services that cover all aspects of your financial life.
Wealth Management
Proactive and strategic asset management to safeguard and grow your wealth.
Retirement Benefits Management
Expertise in managing company-sponsored retirement benefits.
Our Clients
Who We Help
Our team focuses on assisting individuals and families who are retired or are planning for their retirement. In particular, we help:
Petrochemical Plant Workers and Retirees
Navigating the unique challenges and opportunities of this sector.
Clients Seeking Retirement Security
Transitioning smoothly into retirement, without fear of needing to “unretire.”
Retirement Benefits Management
Understanding and making smart choices with company benefits and 401(k) plans.
Philosophy
Our Commitment
As a team, we have developed an investment philosophy that strives to provide our clients an equitable return with moderate risk. This implies that in different market environments and changing economic conditions, our ultimate goal is to identify opportunities to sustain and grow our clients’ assets.
Because of these ever changing markets, we believe it is essential to provide our clients with access to the necessary investment funds and tools for success. Our independence allows us to better implement this investment philosophy and cater to our clients’ needs because we can draw upon a wider scope of tools. This also ensures our clients have access to a broader array of investment strategies and a consistent, transparent experience.
Stay in the Know
Explore our latest insights, where we share advice, industry news, and strategic tips designed to help you stay ahead in your financial journey.
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Should I Pay Off My Mortgage?
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Keep Politics Out of Your Portfolio
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7 Keys to Navigating Market Volatility
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