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Opes One Advisors - Mission

Opes is Latin for wealth, riches, abundance and resources

Our firm is committed to providing the most comprehensive financial strategies for you, your family and your business.

Business Owner Strategies

  • Employment Benefits
    • Major Medical*
    • Dental
    • Group Life
    • Group Short Term & Long Term Disability
    • Voluntary Benefits
    • Pension Design & Administration
  • Executive Benefits
    • Supplemental Life & Disability Income Protection
    • Business Insurance
    • Succession Planning
    • Buy-Sell Agreements
    • Key Person Training
    • Split Dollar Arrangement

Personal Strategies

  • Individuals and Families
    • Life and Disability Income Protection
    • Long Term Care Insurance
    • Money Management*
    • Wealth Accumulation
    • Wealth Distribution
    • Retirement Planning
    • Estate Planning
  • Additional Planning Strategies
    • Debt Elimination
    • College Funding
    • Charitable Giving

*Neither Guardian nor its subsidiaries issue major medical insurance. Money Management offered through Park Avenue Securities.