Opes Wealth Management

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Opes Wealth Management — overview

About

Established in 2005, Opes Wealth Management is a US-based wealth manager and registered investment adviser. It provides investment advisory services to its clients on a discretionary basis. The services it offers include financial planning, investment management, insurance, estate planning, tax strategies, and portfolio management. The firm provides advisory services to individuals, high-net-worth individuals, corporations, business entities, and trusts.

Opes Wealth Management - known decision makers (7)

Position	Location	Asset Class
Chief Investment Officer	Menlo Park, US	PEREINFPDNR
Co-President	Menlo Park, US	PEREINFPDNR
Co-President, Chief Investment Officer	Menlo Park, US	PEREINFPDNR
Associate	Menlo Park, US	PEREINFPDNR
Investment Management	Menlo Park, US	PEREINFPDNR

Showing 5 of 7 known decision makers Opes Wealth Management

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