PALO ALTO, Calif., Oct. 26, 2011 /PRNewswire/ -- Opes Advisors, a premier financial advisory firm offering integrated wealth management and mortgage banking services, is pleased to announce the launch of its new Website at www.opesadvisors.com. Opes Advisors is redefining how wealth is managed for the sake of effectively preparing for retirement. The new site details Opes' philosophy and methodology for Personal Balance Sheet Planning and Financial Decision Planning – innovative approaches to wealth management and retirement planning that take into account all of a client's assets and liabilities, including their investments in stocks and bonds, primary and investment real estate, and mortgages. For home buyers and real estate investors, the site offers information about the difference between qualifying vs. affordability, how to assess the difference and how to structure loans in a manner that supports long-term financial objectives as well as lifestyle ambitions. The site features the professional profiles and bios of Opes Wealth Advisors and Mortgage Advisors, making it easy to find an Advisor and learn more about their experience and expertise.
"We created our new Website to show how our innovative approach can help clients make better financial decisions throughout their lifetimes," said Opes Advisors CEO Susan McHan. "Most financial advisory firms separate managing stocks and bonds from the client's personal and investment real estate. Opes Advisors is different. We have a team of integrated and collaborative experts who advise our clients on all of aspects of their financial lives. The new site makes it easy for visitors to learn more about our philosophy, approach and how we work with clients."
About Opes Advisors
Opes Advisors is a premier financial advisory services firm that enables clients to make effective financial decisions for today and for their retirement. Through a comprehensive offer of wealth management, real estate investment advisory and mortgage services, Opes Advisors considers each client's personal balance sheet to improve the outcomes of the financial choices of life. Opes Advisors has offices in Palo Alto, Larkspur, Los Gatos, San Francisco, San Mateo, Santa Cruz, Sonoma, and Eugene, Oregon. Opes Advisors is licensed by the CA DRE 01458652 and NMLS 235584. Equal Opportunity Lender. Opes Advisors is a registered investment advisor with the Securities and Exchange Commission (SEC). www.opesadvisors.com
SOURCE Opes Advisors