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Important Information: Opuera Wealth and its affiliated divisions offer a range of financial services including financial planning, investment management, insurance products, mortgage and lending solutions, tax planning coordination, and employee benefits. Not all services are available through every Opuera team member. Investment advisory services are offered through licensed investment advisor representatives. Insurance products are offered through licensed insurance agents and are subject to suitability review. Mortgage and lending services are offered through licensed mortgage professionals. Tax coordination services are for informational and planning purposes; Opuera does not provide legal or accounting advice. Estate planning coordination is provided in collaboration with your licensed estate attorney. This material is for informational purposes only and does not constitute an offer, solicitation, or recommendation for any specific product or service. Opuera Wealth serves clients across the United States. © 2026 Opuera Wealth. All rights reserved. · opuera.com · opuerawealth.com