Wealth Ops, LLC was started to provide investment and financial planning services to smart and successful people like you so you can invest with confidence and live the life you want.
Our Beliefs
We believe in conflict-free investing. As fee-only fiduciary advisors, we do not receive any commissions on strategies we recommend to clients. This allows us to sit on the same side of the table as you to objectively provide investment advice that best meets your needs.
We believe in transparency. We get paid one of three ways - a flat financial planning fee, a business consulting fee, or an investment advisor fee charged as a percentage of the assets that we manage for you. As your account grows we make more. If your account goes down we make less. We believe this aligns us with you for the long term.
We believe that time is your most precious commodity, and you should be able to spend it doing the things that you want.
We believe in Investing in
Yourself
The best investment you can ever make is in yourself. Whether it is learning a new skill, better understanding a topic, or getting in shape, if you invest time and energy in yourself you will transform.
Your Community
We all want what is best for our families and our children. Having a great community takes work and requires a commitment of time or resources
Your Business
For most business owners your business is your largest asset. You must incorporate your business into your overall investment and financial plan in order to continue maximizing the value that you have created.We believe one of the best ways to improve local communities is through partnering with local non-profits and faith-based organizations.
Doing Good
Wealth Ops, LLC donates a portion of profits directly to local non-profits and faith-based organizations.
