Dream. Plan. Prosper.We continually strive to be the Premier Wealth Management provider to our clients.

Opes Wealth Management


Our Mission Is: Through our unique wealth management process, we provide our clients with the intellectual framework to make sound financial decisions.

We continually work to provide our clients with unparalleled personal service and Peace of Mind to allow them to Dream, Plan and Prosper

We're happy to discuss our value added offering with you and illustrate how it compares to the various other options in the market.

 

OPES WEALTH Mobile App

NEW

OPES Wealth

Mobile App!

 

Click here to download on your phone.

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On-Line deposit instructions

Online DepositsFirst you must add a new Payee to your online banking account through their search payee function. ...click read more below to learn how to makie online secure deposits. 

Click here to learn more!

 
  • Clients indicated an average overall satisfaction rating of 8.9 of 10 for Dean Trudeau and IPC-OPES Wealth Management. *Based on Jenkins Research Inc. report: 2015 IPC Securities Corporation and OPES Wealth Client Survey.

    – Satisfaction Rating
 
 
  • Clients indicated an average overall satisfaction rating of 8.9 of 10 for Dean Trudeau and IPC-OPES Wealth Management. *Based on Jenkins Research Inc. report: 2015 IPC Securities Corporation and OPES Wealth Client Survey.

    – Satisfaction Rating