Company

Opes Wealth Management, LLC.

Financial Services 535 Middlefield Rd 10 employees

Employees: 10
Contacts: 3
Emails: 3
Phones: 2

opeswealth.com LinkedIn

Opes Wealth Management, LLC. Overview

Headquarters: 535 Middlefield Rd
Website: opeswealth.com
Industry: Financial Services
Employees: 10
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Menlo Park

About Opes Wealth Management, LLC.

There is no one-size-fits-all approach to effective wealth management. For the last 16 years we’ve been advising and guiding people just like you through complex scenarios in a way that results in peace, stability, excitement and confidence in their financial futures. At OPES Wealth, our approach is that of learning your story and your unique needs so that we can effectively guide you along the paths we have travelled with our clients many times before; guiding from the humility of wanting to help you live your most fulfilling life.

Opes Wealth Management, LLC. Contact Details

People in AeroLeads: 4
With contact data: 3
Email contacts: 3; 75.0% coverage
Phone contacts: 2; 50.0% coverage

Opes Wealth Management, LLC. Org Chart

Sample employees and titles

Name	Title	Location	Contact
Lyla Kristina Bonilla	Client Service Associate at Opes Wealth		View
Kenji Bleicker, Cfp®	Certified Financial Planner™	Ashland, Oregon, United States	Email Phone
Calvin Webster	Investments - Operations - Compliance	Denver, Colorado, United States	Email
Erin Whalen		San Francisco, California, United States	Email Phone