Our Core Values

We have nine core values, each of which is reflected in our everyday work and woven into the fabric of the Opheim Wealth Management Group.
ABOUT US
 

Interested in Learning More?

We are a professional team that specializes in serving the needs of families of wealth with a personal touch. We’d love to start a conversation.
 

 

The Opheim Perspective

Does your family have a succession plan? Tips for maintaining harmony

Why having ongoing multigenerational conversations with your loved ones is important when discussing the family business.

The value of having a strategic charitable giving plan in place

Planned philanthropic giving can help create a beautiful legacy.

You have a business plan. What’s your retirement plan?

Planning options to consider in building a retirement nest egg as a business owner.