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Individuals & Families
At the Opheim Wealth Management Group we believe successful professionals and their families deserve right-sized advisory services for making the most of their career wealth. With dedicated wealth and strategic partners who can provide transparent, evidence-based advice, we offer a better approach to planning and investing to replace the status quo of being underserved and overcharged for mediocre care.
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We bring together the solutions you need in key areas such as financial planning, private banking, investment management, cash management and estate and trust services. Tailored to your individual needs by our team, we provide the specific services you need, today and in the future. Our team, supported by a team of specialists drawn from RBC Wealth Management member companies, helps you address your various wealth management needs through each stage of your business life.
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Institutions & Foundations
Our own community commitments and wealth management expertise, position us to serve as your informed institutional wealth alliance. We know what it takes to navigate your institutional wealth through the challenges, onward to your unique opportunities.
As your fiduciary partner, we will roll up our sleeves to provide: Multi-scenario projections to determine optimal balance of risk and return needed, review and help to create an Investment Policy Statement, clear and detailed quarterly performance reporting with benchmark comparisons and quarterly economic review/outlook, committee presentations for meetings as needed, institutional bond expertise and pricing, and more!