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 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.
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11 to 50 range
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Decision-makers and verified team members
3 contacts with verified email or phone · masked until revealed.
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Marc Lowlicht
CEO · General Business & Management
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Zachary Eisner
Vice President, Financial Planner · Finance & Accounting
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Top roles at Opes Private Wealth Management
3 distinct titles indexed · top 3 shown.
- 1ceo
- 1client services associate
- 1vice president, financial planner
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