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Wealth Transfer

It is not just money. It is how you live your life. It is your future. Because after you’ve built your wealth, you want to protect it.

Effective wealth management strategies address the importance insurance plays in preserving and transferring wealth. The Opus Group of Virginia provides a plethora of experience and resources in the field of insurance, including solutions for enhancing charitable giving and passing wealth to future generations.

The Opus Group of Virginia helps you protect what you’re worth with our personal and business insurance strategies.

We help with:

  • Estate and Wealth Transfer
  • Business Continuation
  • Trust-owned Life Insurance
  • Personal Insurance
  • Charitable Giving
  • Sophisticated Funding Options

We strive to understand who you are now and where you want to be tomorrow. Because for you, it is about building value, building assets, and, ultimately, building trust. And for us, it is all about you.

The first step? We listen. And then together we make a plan to help protect what you’re worth and who you value.