Why combine wealth management and mortgage services?
Real estate is one of the most important assets in the portfolio of a Northern Californian. Traditionally, real estate transactions have been treated as separate entities, without regard for other investments or financial concerns. We combine our wealth management expertise with fundamental strategic planning in all financial domains. By successfully coupling that with residential mortgage banking, Opes provides clients with guidance in positioning all of their assets to develop an overall strategy that is most effective in turning out their financial future.
