Company Management

Opes Private Wealth Management

Financial Services East Hampton, New York, United States 3 employees

Employees: 3
Contacts: 1
Emails: 1

opesprivatewealth.com LinkedIn

Opes Private Wealth Management Overview

Headquarters: East Hampton, New York, United States
Website: opesprivatewealth.com
Industry: Financial Services
Employees: 3
Funding: ,
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Financial Planning Investment Management Estate Planning

About Opes Private Wealth Management

Opes Private Wealth Management is a full-service financial planning company based out of East Hampton, New York. We have offices throughout the New York area and specialize in providing complex financial solutions and tax efficient strategies to individual and institutional clients while meeting their long-term needs and goals. ****Securities and variable insurance products are offered through B. Riley Wealth Management, Inc., member FINRA/SIPC. Fee-based advisory services offered through B. Riley Wealth Advisors, Inc., an SEC-registered investment advisor. Fixed insurance products offered through B. Riley Wealth Insurance.

Opes Private Wealth Management Contact Details

People in AeroLeads: 3
With contact data: 1
Email contacts: 1; 33.3% coverage

Opes Private Wealth Management Org Chart

Sample employees and titles

Name	Title	Location	Contact
Zachary Eisner, Cfp®, Crpc®	Vice President, Opes Private Wealth Management	New York City Metropolitan Area, United States	Email
Michelle Baez	Realtor at Home and Hearth Real Estate	New York City Metropolitan Area, United States	View
Marc Lowlicht, Cfp®, Msfp	Providing 30 Years of Intelligent Solutions to Complex Financial Goals	East Hampton, New York, United States	View