Our team focuses on assisting individuals and families who are retired or are planning for their retirement. In particular, we help:

Petrochemical Plant Workers and Retirees
Navigating the unique challenges and opportunities of this sector.

Clients Seeking Retirement Security
Transitioning smoothly into retirement, without fear of needing to “unretire.”

Retirement Benefits Management
Understanding and making smart choices with company benefits and 401(k) plans.

Opes Wealth Partners

Callen Schramm

This department provides financial advice and investment strategies to clients for asset growth and management.

Opes Wealth Partners

Org chart

Teams

Wealth Management

Offices

Opes Wealth Partners

Org chart

Teams

Wealth Management

Offices

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