Chicago, IL – April 7, 2020 – Level Four Advisory Services (Level Four), an SEC-registered investment adviser, welcomes the newest members to their network, Opus Wealth Management Group. Their group of professional Wealth Advisors and administrators brings over a collective 100+ years of experience in the industry. Level Four CEO, Jake Tomes, states, “We are excited to bring on this dedicated team of industry veterans who uphold the same set of values as our firm. The team will be joining our independent advisor network as they look to further engage in the breadth and depth of the firm’s platform and mission for growth and expansion.”
Based out of Lisle, IL, Opus has made it their mission to skillfully orchestrate the financial future of those who want to achieve something bigger than themselves to overcome the complexities of wealth management with straightforward advice, authentic collaboration and a lifelong relationship of trust. Their team collaborates together and believes that their value is derived from the collective sum of its parts, their talented team members.
Based in Dallas, TX, Level Four Advisory Services is a comprehensive wealth management firm that is changing the way financial advice is delivered. With 17 retail locations and numerous independent wealth advisors across the country, their goal is to guide individuals, families, business owners, and corporations on the journey to optimizing their financial strengths through targeted solutions and proactive service. By utilizing an ensemble practice methodology, Level Four strives to develop customized solutions that address their clients’ challenges while delivering the highest level of service through its’ team of specialists. Providing a broad array of financial services, Level Four gives advice in retirement planning, tax planning, estate planning, risk management, education funding, investment management, business services, employee and executive benefits.
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We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
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