Specialist Wealth Advisory for HNW & UHNW Individuals and Families

Opes Wealth is a boutique, independent financial advisory practice dedicated to helping high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals and families navigate complex financial decisions with clarity, care, and strategic insight.

We work with entrepreneurs, professionals, executives, and legacy-focused families who value discretion, personal attention, and advice tailored to their unique needs. Our clients seek more than financial planning—they seek long-term partnerships built on trust, insight, and integrity.

What Sets Us Apart:

* Boutique by Design: We remain deliberately small and selective, offering a high-touch, concierge-style advisory experience.
* CFP® Professionals Only: Every advisor is a Certified Financial Planner (CFP®), held to the highest global standards in ethics and planning.
* Independent & Provider-Agnostic: We are free from product bias, recommending only what best serves our clients’ long-term goals.
* Specialists in Complexity: We bring deep expertise in intergenerational wealth, estate structuring, global investments, and multi-jurisdictional planning.

Our Services Include:

• Holistic Financial Planning
• Investment Strategy & Oversight
• Estate & Succession Planning
• Retirement & Liquidity Planning
• Family Office-style Advisory Support
• Structured Products & Wealth Transfer Solutions

At Opes Wealth, we don’t just manage money—we steward legacies.

Opes Wealth

Darren Robertson AIFM

This department focuses on providing comprehensive financial planning services to clients, ensuring personalized financial strategies and advice.

Opes Wealth

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Financial Planning

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Opes Wealth

Org chart

Teams

Financial Planning

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