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OPUS 111 Group

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OPUS 111 Group

Mission statement:

Our mission is to systematically ‘mind the gap’ between where you are now and where you need to be to achieve your dreams of financial independence. Put simply, we help give you the freedom to sleep comfortably and dream freely, that’s who we are.

Overview:

Our Approach

We don’t see a need to take risks beyond those necessary to achieve your goals. We’re independent and therefore no one is telling us what to do. We find the best solution where it exists, and that’s different than the major houses. We also believe that a critical part of our job is educating our clients so that they become more informed consumers.
Our Process

We complete a full analysis of your family resources, including income, portfolio holdings, pensions, social security projections and other income sources like real estate, trust assets, etc. We then do a gap analysis to determine how well your financial resources are positioned to generate the income you need to meet your retirement income goals.
Our Offerings

We offer comprehensive investment consulting and wealth management for high net-worth individuals, families and institutions across the country and around the world. In addition to managing individual, corporate, profit-sharing, pension and trust accounts, we strategically coordinate the necessary resources to tackle the sophisticated issues facing our clients.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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