Welcome PFS Clients

We can't wait to meet you!

We are thrilled to be joining forces with Preferred Financial Strategies and Sara Seasholtz. Our businesses are both rooted in long term, relationship driven service provided to meet each client’s unique financial goals and intended legacy. We are looking forward to getting to know you and your family. There will be multiple opportunities to meet with our team in the coming months--but if you'd benefit from meeting with us sooner rather than later, please feel free to reach out to our executive assistant, Josh Wonders, at (919) 913-9036 or josh@opusfa.com.

Below you can learn more about our team, what we do, why we do it, and what you can expect from us moving forward. In addition, here is a quick link to our firm's company profile.

Visit our Learning Center for some easy to digest information on a variety of important topics.

Get to Know Opus

Our Focus

We put our clients first! As Independent Registered Investment Advisors, we have no obligations except to the needs of our clients. Click on the button below to learn more about our extensive services.

Services

Our History

Opus is a family business with cumulative experience of over 100 years. We know first-hand that plans change as families grow. We rely on our team's diverse experience to guide you on a financial path fit for you and yours. Click below to learn more about us.

Learn more

Our Team

Made up of individuals with varying skills and experiences, our team works together to build a plan best suited to you. Click on the button below to learn more about our fantastic team.

Team Members