Network·Family Office

Opportunus Wealth Management, LLC

Unclaimed
Family Officebusiness services
www.opportunuswealth.com

SEC CRD #801-122422

About

--> Opportunus Wealth | Financial Advocates | Wealth Advisors | 401k top of page Login Opportunus Wealth Management INDIVIDUALS We specialize in highly personalized planning and investment strategies. Your life and financial situation are constantly evolving - and with change comes an increased need for effective and strategic adjustments. Our advisory services are dynamic and evolve as your life does. We develop, oversee, and adjust your financial plan and coordinate with your other trusted professionals when needed. BUSINESS OWNERS We understand the unique challenges facing businesses today. You built a successful business by taking risks and seizing opportunities whether knowingly or not. Our experience allows us to provide consulting services and guidance to help you tackle new risks and challenges and to uncover new opportunities. 401(k) PLAN SPONSORS Our team has an extensive background with qualified retirement plans from working with over a thousand plan sponsors over 30+ years. We partner with you to meet fiduciary obligations, deliver the ideal retirement plan that benefits both you and your employees, facilitate the investment selection process, provide employee education, and advocate your interests with recordkeepers and administration companies. Your Financial Advocate We focus on listening and developing a deeper understanding of your goals and your life. As your financial advocate, we leverage our knowledge and expertise while truly putting your interests firs

Key Contact

GD

GARRETT DASTRUP

CHIEF COMPLIANCE OFFICER

📞 (253) 254-5078

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Geographic Focus

washingtonoregonutah

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AUM

$103M

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