OPULENTIA is a financial planning firm based in Maryland serving clients across the United States to build legacy wealth - money that outlasts the earner. Opulentia specialists' structure comprehensive financial plans to meet current and future goals. These include:
- Tax efficiencies
- Retirement and estate plans
- Insurance and annuity products
- Investments and more
Opulentia works with clients to optimize assets for lasting security. Clients include:
- Nonprofit Endowments
- Corporations
- Professional Athletes
- Business Owners
- Individuals/Families/Seniors
The Opulentia approach is comprehensive and tailored. Each plan considers current conditions and future goals to result in a custom solution that may bear fruit for generations.
