About Opus Wealth Management

Opus Wealth Management is a Dallas-based holistic financial services firm specializing in HNW and UHNW families with complex financial lives. We are a purpose-driven organization that operates on a simple Golden Rule: if we wouldn’t recommend it to our own family, we won’t recommend it to our clients.

Led by Loic LeMener (CFA®, CFP®), our team acts as true fiduciaries, providing "white glove" service and technical expertise. We pride ourselves on transparency, straightforward communication, and a "secret sauce" investment strategy designed to thrive even in market downturns, providing unique stability for both our clients and our team. At Opus, we believe in doing well by doing good.