Our Mission
The mission of Opus Wealth Strategies, LLC is to consistently convey excellence as a wealth management firm whose principles of craftsmanship are mirrored in the values we deliver to our clients through personalized care, diligent education and attentive service.
Our clients’ needs are our top priority, demanding uncompromising integrity in every aspect of our business conduct and personal code of ethics. We value service over sales and take great care to establish the long-term, trustworthy relationships that help our clients thrive across all facets of life.
Danijel Velicki
Industry leader and financial educator, Danijel Velicki, has successfully crafted a professional empire that revolves around a cutting edge dialogue and personalized curriculum... (more)
James Ramsay
A Virginia native who grew up right here Chesapeake, James was taught fiscal responsibility and financial management very early on as he watched... (more)
Trevor Maxwell
The newest addition to the OWS team, Trevor Maxwell is a recently retired Navy EOD Senior Chief with over twenty years of service... (more)
Our Vision
It is the vision of Opus Wealth Strategies, LLC to build a sustainable, enduring company that effectively serves our clients by capturing and implementing the essential elements of success; applying the systems, knowledge and resources that equip our team to serve with excellence and clarity, helping our clients confidently achieve their financial goals.
Opus Wealth Strategies, LLC commits to a core set of internal and external values, including: integrity, open communication, teamwork, collaboration, transparency, client focus and a willingness to consistently inspect and improve our processes, policies and procedures to more effectively serve our team and our clients.
Katy Blevins Calabrese
With almost 6 years of history working alongside Danijel on various professional and personal projects, Katy recently came on board with OWS to... (more)
Emily Lamothe
She joined the ranks of OWS in 2017 as a virtual assistant and client liaison, and telecommutes from her home in Connecticut. A... (more)