In a financial world that separates stock and bond investments from both personal and investment real estate, Opes Advisors offers an innovative alternative that pulls together every aspect of your financial life in a way that no other company does. Opes Advisors stands alone as a firm that brings together wealth management, real estate investments and mortgage services to take a holistic look at your fiscal health.Our vision at Opes – the foundation for all that we do – is to help clients better prepare for their retirement by educating them about the philosophy and mechanisms that will enable them to make more effective choices. The Opes vision also encompasses a broader view of portfolio management, one that looks at your stocks and bonds, your real estate investments and your real estate financing. Only by taking such a holistic view, matching it with your long-term goals and calibrating it over time with regular review, can you assure yourself of making effective financial decisions and a happy retirement.
A mortgage bank, like Opes Advisors, offers the best of what a traditional bank and mortgage broker have to offer.A mortgage bank is similar to a traditional bank in that it processes, underwrites, draws docs and funds loans, thereby maintaining control of the entire loan process. A mortgage bank also has the flexibility of brokering loans when this option is the best choice for the customer.
Opes Advisors maintains the two most important aspects of the transaction: we fund the loan with our own money and we are not beholden to any single investorâ€™s loan program or rate.