Advisory services offered through Black Knight Wealth Management, an SEC-registered investment adviser. Opulence Planning Group is a DBA of Black Knight Wealth Management. Custody and brokerage services provided by Charles Schwab & Co., Inc., Member FINRA/SIPC.
Opulence Tax Group is a separate legal entity affiliated with Opulence Planning Group. Tax, accounting, and tax preparation services are provided by Opulence Tax Group, not by Opulence Planning Group or Black Knight Wealth Management.
Client assets advised on includes investment portfolios, business interests, 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.
Registration with the SEC does not imply a certain level of skill or training. Past performance is not indicative of future results. Investments involve risk, including possible loss of principal. Alternative investments involve additional risks including limited liquidity, longer holding periods, and may be available only to accredited investors or qualified purchasers.