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Brent Wood
Operations Coordinator at Opus Wealth Management
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Work Experience
Operations Coordinator
Mar 2023 - Present · 1 years and 9 months
Legacy
Business Owner
Apr 2014 - Present · 10 years and 8 months
Director Of Operations
Oct 2021 - Mar 2023 · 1 years and 5 months
Company Details
Opus Wealth Management specializes in families that need help coordinating all facets of their planning. While we don't always work with complex situations, families with overwhelmed with the complexity of their situation are where we shine. Coordinated, cross-disciplinary and proactive planning...with a 😊
Year Founded
2005
Social Media
Linkedin
Industry
Financial Services
HQ Location
4359 Shady Bend Dr Dallas, Texas 75244, US
Keywords
Wealth ManagmentEstate PlanningTax PlanningInvestmentsPrivate InvestmentsInvestment HedgesAsset ProtectioIntergenerational WealthExit PlanningLegacy Planning
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