Name: Opus Capital Advisors
Address: 824 S Osprey Avenue, Sarasota, FL, 34236
Telephone: 941.250.3560

A service-focused team, Opus Capital Advisors of Raymond James provides customized financial planning and wealth management. Our team’s complementary capabilities dovetail to provide you with a collaborative partnership you can count on for all of your financial affairs. Not only do we work closely with you, but also with other professionals you’ve chosen, such as accountants and attorneys, to align all aspects of your financial life.

Whether you’re concerned about planning for retirement and ensuring you have enough to support your lifestyle or aspire to simplify the management of your wealth, we can help prioritize and plan for every goal. We believe a sound strategy comes from working together.

Our comprehensive approach to managing your wealth includes looking at individual investment risks as well as the risks that come with life and retirement. By getting to the heart of your unique needs, we can help ensure risk is handled in a way that’s best suited to achieving your investment objectives. We follow a methodical and focused process. This spans from hosting an initial discovery meeting that informs the development of your big picture financial plan to the monitoring of your portfolio, with consistent and clear communication along the way.
As the strategic partner for your financial affairs, we not only know your goals and risk tolerance for investing, but have a nuanced knowledge of individual investments. In that regard, we thoughtfully consider which asset classes, and what mix, should be implemented in your unique portfolio.

Our team hand-builds your portfolio based on our three proprietary strategies, with some portfolios being more equity-focused and others featuring more fixed income. After understanding your needs and creating your overarching financial plan, we choose which distinct strategy matches your goals before customizing, implementing and prudently managing your portfolio.

A Holistic Planning Approach

Working With You

Creating Your Custom Portfolio