Chris Westerman and Rob Wilkes have joined The Opus Group of Virginia as equity partners effective June 28, 2023. Along with Forrest Williams, they will be the leaders of the seven-person firm based in Virginia Beach, VA.
Westerman has over 18 years of experience. He is a second-generation advisor, following in his father’s footsteps. A Certified Financial Planner and graduate of the University of Florida, Westerman will focus on the firm’s investment strategy and financial planning capabilities.
Wilkes brings 10 years of experience in the financial industry. A graduate of Lynn University, he was previously a Division I college basketball coach and his father is in the College Basketball Hall of Fame as the long-time coach at Stetson University. Rob will focus on individual wealth management and the firm’s corporate retirement plan business as well as championing the firm’s marketing efforts.
Williams remains the firm’s Managing Partner overseeing day-to-day operations as well as focusing on individual wealth management and corporate retirement plans.
“Having Chris, Rob and their teams join our firm takes us to another level of client service and strategy. Their energy and forward thinking ensure the continuity of the firm for many years to come,” said Williams.
The Opus Group services over $250M of combined advisory and brokerage assets (as of February 2024) through LPL Financial and have a combined 60 years of wealth management experience.
The Opus Group is in its thirteenth year. The firm has relocated to 277 Bendix Road, Suite 450 in Virginia Beach. The phone number remains (757) 756-4646.
What does retirement look like to you?
We are dedicated to bridging the gap between where you are and where you want to be.
At The Opus Group,
our clients come first.
We are a comprehensive financial services firm committed to helping our clients improve their long-term financial successes.
The Opus Group of Virginia is an independent wealth management firm working with businesses, families and individuals.
We understand that you have worked hard to get to where you are and want to preserve and nurture what you have built. That means taking care of your bottom line. That means taking care of your people and your family. You can do it. And our professionals can help.
Block by block, step by step, we help build value for your business, your people, your family, and your future.
We are a client-focused firm with an experienced team of professionals.
It's more than just managing your money...a lot more.
We'll help you sustain and and grow long-term wealth.
We're prepared to guide you through life's transitions.
The definition of Opus is any artistic work—pretty simple. We took a little broader look at this concept. Many people may remember the 1995 movie ‘Mr. Holland’s Opus’ starring Richard Dreyfus. A high school music teacher spent his entire life composing a symphony and at the end of his career, many of his former students came back to perform his piece. In essence, it was the coming together of his life’s work—both the symphony and the students he had been such a profound influence on—a double entendre of sorts.
Your money represents a tangible piece of your life’s work. Our role is in the tag line of our firm—a symphony of money and life. We put the instruments together to perform the symphony you envisioned for you and your family in retirement!
And lastly, The Opus Group of Virginia represents our firm’s passion-helping our clients plan and prepare-and it’s legacy—it is also our life’s work—and we are very proud of that double entendre!!
We’ll help craft a strategic plan for your business. From 401(k)s to Succession Planning, we're here to guide you every step of the way.
Our entire team works together, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.
Your goals are our goals. You can rely on us to guide you towards them and help you determine which strategies fit your individual plan.