Our Approach

Our  relationships start with a conversation. We sit down with you and your family and talk about your hopes, your goals, the resources you have at your disposal, and the constraints and challenges you face. We discuss what you are looking for from our group and, together, we create a bespoke plan designed to fit you and your family best.

 

Is Opheim Wealth Management Group Right For You and Your Family?

The decision to engage our group is an important and personal one, especially since it will be a long-term relationship. Our questionnaire below can help you make a thoughtful, objective assessment of you and your family's needs and goals.

 

 

A Skilled & Diverse Team

The Opheim Wealth Management team has a broad range of backgrounds and experience, which gives us the depth and specialized skills to deal with the complexities of individual and family financial needs.
THE OPHEIM WEALTH TEAM

 

 

The Opheim Perspective

Audio Commentary: Knock-on effects from SVB’s collapse

Kelly and Tylar talk about the current stress in the financial system and the wider implications for the U.S. economy and equity market.

Planetary Health: What it is and Why it Matters

Physicians are trained to do no harm, and today, that includes caring for the planet while also helping patients affected by climate change.

Gendered ageism is hindering women's financial security, but there are ways to reduce its impact

RBC Wealth Management and Women's Age Lab empower women to make informed financial decisions.