Family Engagement

At Opheim Wealth, we believe that the wealth of a family consists of far more than the dollar amount of their financial net worth. We help families develop a learning environment and the interpersonal skills to help avoid the risks associated with wealth, such as entitlement, conflict, poor succession planning, poor communication and lack of knowledge. We work with all generations of the family to help them develop all of their “family capital” which will encourage confidence, strong relationships and a successful future.

“Managing your family’s wealth involves much more than simply managing your portfolio”

- Josh Opheim, Team Investment Advisor




Our Services

At Opheim Wealth, our job is not only to manage our client families' financial capital. Some of the services we offer that help our families grow and thrive are listed below.

Create a financial plan that fits your life goals

Construct portfolios that have complimentary investments

Provide personal attention and regular communication

Minimize taxes on your investments

Create an estate plan for your unique situation

Provide convenient online and mobile access

Advise on insurance strategies

Coordinate financial care with your attorneys and accountants


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.