It takes a lot of work to run a business, to say the least. And, we understand you may not have time to think about business transfers strategies, employee retention programs, or retirement planning. That’s okay . That’s what we’re here for.

• Plan level consulting
• Employer sponsored retirement plans
• Employer Financial Education seminars
• Group Benefits (Life insurance, Dental, Vision, health, Disability Insurance
• Key employee retention benefits and retirement
• Business succession planning
• Death Benefit protection
• Legacy and estate planning.

At Opes Wealth Management, we specialize in helping medical practice owners turn financial complexity into clarity—so you can focus on patient care while we focus on optimizing your financial strategy.

For practice owners, one of the biggest challenges is managing a high income while minimizing unnecessary tax exposure. We design advanced tax-efficient financial plans that integrate your business and personal finances—leveraging strategies across retirement plans, entity structuring, and investment allocation—to help reduce your overall tax burden and improve long-term wealth accumulation.

Beyond tax strategy, we help you build a comprehensive financial plan that aligns your practice with your personal goals—whether that’s early retirement, practice expansion, or succession planning. We focus on creating predictable, income-generating investment strategies that support your lifestyle both now and in the future.

We also address risk protection, helping safeguard what you’ve built. From disability income protection and key person strategies to asset protection planning, we help ensure that both your business and personal finances are resilient against the unexpected.

For your team, we help elevate your practice by implementing competitive employer-sponsored benefits. This includes retirement plans, financial wellness programs, and education that helps empower your employees to make informed financial decisions. The focus is to help improve employee satisfaction and retention, but it also positions your practice as an employer of choice in a competitive healthcare environment.

At Opes Wealth Management, we help bring everything together—tax strategy, financial planning, risk management, and employee benefits—into one coordinated approach.

Let’s schedule a time to discuss how we can help you reduce taxes, strengthen your practice, and create long-term financial confidence for both you and your team.