In financial planning, it's often the questions that keep you moving forward. We take great pride in how we ask and uncover your purpose and wealth. We recognize that everyone's fact-patterns are unique, frequently changing, and ever-evolving. When you have significant assets and income, planning becomes far more important. Why? You have so much more to lose, including your lifestyle. At Opus Private Client, we are on a journey together and we need constant reflection on, "what do you want, why, and how do we move your wealth, lifestyle, and purpose forward?” For over 20 years, Opus Private Client has furthered our clients in their quest for financial independence. To work with us, please visit our website or call 914-825-1000. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 800 Westchester Ave Suite N-409, Rye Brook, NY 10573, ph# 914-288-8800. PAS is an indirect, wholly-owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Opus Private Client, LLC is not an affiliate or subsidiary of PAS or Guardian. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. 2019-83020 Exp. 8/21