Opinicus Wealth Management is a comprehensive financial services firm based in Tampa, FL, catering to the unique needs of successful entrepreneurs, affluent multi-generational families, and retirees. With a team of industry tenured fiduciaries, Opinicus specializes in designing and implementing basic to complex financial strategies, considering the entire balance sheet and personal financial goals of their clients. Their white-glove, attentive service model, akin to a multi-family office, ensures that clients receive the highest level of personalized attention and support.
Founded by finance-savvy entrepreneur Griffin Dalrymple, Opinicus understands that investment portfolios are just a fraction of an affluent family's wealth. As such, they offer a diverse range of services, including strategic financial planning, investment management, qualified plans, tax accounting, risk management, and business consulting. With a focus on integrity, trust, and respect, Opinicus partners with clients who value savvy financial stewardship and appreciate a candid perspective in achieving their financial goals.
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