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Opes Private Wealth Management

11 Gay Rd
East Hampton, NY 11937
Phone:
  • 631 324 6570
Fax:
  • 631 907 3035

Calculators

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Flipbooks

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Videos

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"Providing Intelligent Solutions to Complex Financial Goals"

Although nobody can predict the stock market we at Opes Private Wealth Management focus on what we can control. This means we focus on a comprehensive financial plan specific to individual client needs which goes beyond investments to ensure the greatest odds of achieving your financial goals regardless of market conditions.

What differentiates us from the typical firm is we work directly for you, our client, and therefore always represent your best interest with conflict free advice.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, risk management, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.

 



 



 


 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck