Wealth, tax, and strategy — built for business owners and athletes.
Opulence Planning Group and Opulence Tax Group deliver investment management, advanced planning, accounting, and tax strategy through one coordinated team — so you stop stitching together advisors who don't talk to each other.
Built for complexity
Business Owners
From operating-company cash management to exit planning, we help owners build, protect, and transition wealth without leaving tax dollars on the table.
Athletes
Short earning windows demand a different playbook. We coordinate compensation, contracts, alternative investments, and post-career planning with discipline most advisors don't bring to the locker room.
High-Net-Worth Families
Complex balance sheets, multi-entity structures, and multi-generational goals get a single coordinating team — not five vendors trying to email each other.
Structure that serves you
One Integrated Team
OPG handles investments and planning. OTG handles accounting, tax prep, and tax strategy. Both work the same client file. No more relaying messages between your CPA and your advisor.
Credentialed Across the Board
A CFP® professional leads every planning relationship. An Enrolled Agent and CPA lead every tax relationship. You get specialists, not generalists.
Open-Architecture Investing
Publicly traded securities, custom model portfolios, and a deep alternative investment menu — private credit, private equity, venture capital, Regulation D offerings, oil and gas, structured notes, and real estate.
Fiduciary by Structure
We are a fee-based, fiduciary Registered Investment Adviser. We don’t sell products. We give advice and implement it.
One coordinated workflow
Opulence Planning Group
SEC-registered investment adviser. Investment allocation, financial planning, alternative investments, insurance analysis, retirement planning, and estate coordination. Every planning engagement is led by a CFP® professional.
Opulence Tax Group
Accounting, tax preparation, tax filing, and tax strategy. Every tax engagement is led by an Enrolled Agent and CPA.
Integrated by Design
OPG and OTG are owned by the same principals but operate as separate entities for compliance and legal purposes. They share a coordinated workflow so you get a single plan rather than three vendors with three opinions. Less friction, fewer missed opportunities, more deliberate outcomes.
in client assets advised on — including investment portfolios, business interests, real estate holdings, and other client assets
of active client relationships
of combined experience across investment management, financial planning, accounting, and tax strategy
Client assets advised on includes assets we manage, monitor, and advise on across investment accounts, operating businesses, real estate, and other holdings. This figure is broader than, and should not be confused with, regulatory assets under management as reported on Form ADV.
Custom-built, not off-the-shelf.
We build portfolios from scratch around each client's goals, tax profile, and risk capacity. That includes:
Alternative investments involve liquidity, complexity, and risk considerations not present in public markets. Suitability is assessed before any allocation. Available alternatives may be limited to accredited investors and qualified purchasers.
Most of our clients fit one of these profiles
Business owners with $2M+ net worth, often pre- or post-liquidity event
Professional athletes and high-earning entertainers managing concentrated, time-limited income
Accredited investors seeking access to private markets through a fiduciary
Multi-generational families that need investment, tax, and estate moving in lockstep
High earners on a clear path to accredited investor status
A real conversation, not a sales pitch.
Our first meeting is a discovery session. We ask better questions, surface the risks you may not have priced in, and tell you honestly whether we're a fit. No pressure. No proprietary product to push.