Book Your Meeting
A 15-minute introduction — no preparation needed. Pick a time that works and we'll take it from there.
How It Works
Introductory Conversation
We’ll get to know your situation, understand what prompted you to reach out, and answer any questions you have about working with OPT.
Discovery & Priorities
We’ll take a deeper look at your financial picture, identify your biggest concerns, and discuss what you want your finances to help you accomplish.
Financial Plan & Next Steps
We’ll review where you stand today, identify opportunities for improvement, and outline what to do next.
Common Questions
What services do you provide?
Comprehensive financial planning, investment management, and tax planning designed to help you organize, grow, and protect your wealth. See all services.
Who do you typically work with?
Professionals and families approaching retirement who want their financial life organized, their investments aligned, and their tax strategy coordinated.
What does it cost to work with you?
Our fees are transparent and based on the services we provide and the complexity of your situation. We explain all costs before any work begins.
What is the first step?
A simple introductory meeting to learn more about your situation and answer any questions. From there, we guide you through a structured process.
Do I have to move all my accounts?
Not necessarily. We work with clients in a way that makes the most sense for their situation and comfort level.
Are you a fiduciary?
Advisory services are offered through Sanctuary Advisors, LLC, an SEC Registered Investment Advisor.
