Financial Planning & Advisory Services

Our Services

Cash Management

Managing and maximizing your personal cash flow is essential for obtaining your financial goals - a successful plan starts here.

Retirement Planning

Planning for retirement is overwhelming. We provide comfort and reassurance by establishing a plan, managing the different variables, and testing for weaknesses.

Investment Management

We adhere to a risk-based and disciplined investment process that embodies your financial plan rather than the movements of the market. 

Business Consulting Services

We develop an optimal exit strategy that maximizes the business value. We also provide corporate retirement plan consulting and education services.

Education Planning

Pursuing higher education is an essential and significant investment that provides benefits for multiple generations.


Consistent, careful, and coordinated planning is essential in helping you keep more of the money you work hard to earn.

Ready to change your financial future?


Contact Us

We are located in Gig Harbor, Washington, but we leverage technology to provide our services to clients regardless of location and schedules.

(253) 254-5078

© 2020 Opportunus Wealth Management LLC