Opes Private Wealth Management
Finance · New York, United States · 11-50 Employees
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Overview
Headquarters
20 Gay Rd, East Hampton, New York, 11937...Phone Number
(631) 324-6570Website
www.opesprivatewealth.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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1
About Opes Private Wealth Management
Opes Private Wealth Management is a financial advisory firm that focuses on providing personalized wealth management services to clients seeking objective advice and tailored financial solutions. Founded by Marc Lowlicht, the firm emphasizes a close relationship with clients, offering a range of services including investment management, insurance, and retirement planning. They collaborate with independent platforms and industry experts to ensure comprehensive support and advanced wealth management strategies. The firm aims to protect clients' assets while balancing their financial goals in both favorable and challenging market conditions.Explore more
Opes Private Wealth Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
2011
Company Profile Activity
Activity Insights
Opes Private Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Opes Private Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Opes Private Wealth Management.
Opes Private Wealth Management Tech Stack
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Opes Private Wealth Management is a financial advisory firm that focuses on providing personalized wealth management services to clients seeking objective advice and tailored financial solutions. Founded by Marc Lowlicht, the firm emphasizes a close relationship with clients, offering a range of services including investment management, insurance,... Read More
