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 Opus Financial & Leadership Group
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CLOSING THE WEALTH GAP

CLOSING THE WEALTH GAPCLOSING THE WEALTH GAPCLOSING THE WEALTH GAP

The $68 Trillion Wealth Transfer

The ongoing transition of approximately $68 trillion between generations represents the largest wealth transfer in history. As baby boomers—one of the wealthiest generations—enter retirement, strategic planning has never been more critical. By December 31, 2030, the youngest baby boomers will have reached age 65, marking a significant shift in financial dynamics.

BUT THERE'S A CRUCIAL ISSUE AT HAND.

            Over the next few decades, an estimated $68 trillion will transition between generations, presenting a significant financial challenge—the Wealth Gap. This gap reflects the disparity between the substantial wealth accumulated by baby boomers and their ability to effectively manage, protect, and transfer it for greater safety.

Many baby boomers face challenges due to limited financial knowledge, putting their hard-earned assets at risk of mismanagement or loss. Additionally, some financial institutions impose asset thresholds that prevent boomers from accessing the guidance they need. Without the right strategies and support, this historic wealth transfer could lead to financial instability for future generations.

We’re On A Mission

At Opus Financial & Leadership Group

We are on a mission to transform financial well-being and empower individuals of all ages to create lasting, positive change. We believe true financial empowerment comes from a holistic approach—one that builds wealth with purpose and turns aspirations into reality.


Our three-part mission is the foundation of everything we do. We recognize the urgent need to close the wealth gap for the baby boomer generation, and in doing so, we unlock opportunities for all generations to build lasting wealth, achieve financial freedom, and make a meaningful impact.


We don’t just help people manage money—we equip them with the knowledge, strategies, and confidence to take control of their financial future and leave a legacy that extends beyond themselves. Wealth isn’t just about accumulation; it’s about transformation. Let’s build, grow, and create impact together.

Our Vision

We’re Building a Financial Revolution


At Opus Financial & Leadership Group, in powerful partnership with Global Financial Impact, we envision a world where 100 million families rise into financial independence—where everyday people take back control of their money, their choices, and their futures.

We are on a mission to create more millionaires than any company in history—not for the sake of wealth alone, but to awaken dreams, unlock freedom, and build lasting legacies.

We’re not just building a business—through our partnerships we are building a global movement. One fueled by purpose, powered by leadership, and driven by impact.

We are partnered with the #1 inspirational marketing company in the world, leading one of the largest leadership revolutions in our industry committed to helping families believe again, dream again, and rise again.


This isn’t about money. It’s about mobilizing hope, multiplying potential, and magnifying impact.

This is the new face of financial empowerment.

And we’re just getting started.

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Opus Financial & Leadership Group

(404) 271-9677

OPUS: Building Wealth, Creating Legacies, Empowering Leaders
OPUS is more than a company—it’s a movement. We connect individuals and organizations with the tools, resources, and expert guidance they need to unlock their financial potential and create lasting impact, both in their lives and in the world around them.


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