Opes Wealth Partners

Our Team

Callen Schramm, Partner | Wealth Advisor
Heather Schramm, Partner | Wealth Advisior
Latisha Blanchard, Director of Client Relations

Formerly known as Schramm Financial Group Once we have a detailed understanding of what our clients want to achieve, we construct a financial plan to help them pursue these goals. After we have developed our strategy, our next step is to implement the plan and continue to monitor our results. We also believe that a team approach is best suited to help our clients work toward financial success. With over 20 years of experience, we focus on not only finding investment strategies designed with the goal to fit our client’s needs but also making sure that we give the highest level of service to our clients. Connect with us on LinkedIn:
www.linkedin.com/in/callenschramm
www.linkedin.com/in/heatherschramm1
www.linkedin.com/in/latishablanchard






Any views expressed on this page are those of the individual posters and do not reflect the views of the company per se, or any affiliated entity. Furthermore, this is a social page, and a great way to open up general topical discussions. We do not address individual advice here...and due to regulatory restrictions we are not able to comment on poster's comments, although we monitor the page and will try to communicate about any major themes. Securities offered through LPL Financial, member FINRA/SIPC ( www.finra.org & www.sipc.org ). Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor. Stratos Wealth Partners and Opes Wealth Partners are a separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am/we are registered to do business, please visit www.stratoswealthpartners.com