How AI describes Opus Group (OpusVA)

The Opus Group of Virginia is an independent wealth management and financial services firm affiliated with LPL Financial, serving businesses, families, and individuals with services including wealth management, financial planning, retirement planning, estate and tax services. They emphasize a client-first approach and offer business planning (e.g., 401(k)s, succession planning) and guidance through life transitions to sustain and grow long-term wealth. They describe their mission as bridging the gap between where clients are and where they want to be, using a 'symphony of money and life' analogy to coordinate investments with personal goals.