Our Team
Marc Lowlicht, CEO, CFP®, MSFP
- Over 25 years experience in the Financial Planning industry. Mr. Lowlicht received his B.A. degree in Finance from The George Washington University in 1989, his CFP® in 1999, and a M.S. in Financial Planning in 2005.
- Mr. Lowlicht has been quoted in numerous business publications including Forbes and Worth Magazine as well as being a featured guest on Fox Business News. Marc has also been a regular contributor to Forbes' Intelligent Investor Panel.
Zachary Eisner, CFP®, CRPC®, Vice President
- As a CERTIFIED FINANCIAL PLANNER™, Zach focuses on pursuing clients' stated objectives with a comprehensive financial planning process, reviewing topics such as estate planning, retirement planning, asset allocation, investment management and insurance needs.
- Zach graduated from the University of Florida with a Bachelor of Finance. Zach maintains his CFP® certification, CRPC® designation, Series 7, Series 66, and Life Health and Accident Insurance licenses.
We maintain a close relationship with Atlantic Tax Services who specialize in customizing accounting solutions for individuals and businesses. From meticulous bookkeeping to strategic tax planning. If you would like us to arrange a coordinated meeting between Opes Private Wealth Management and Atlantic Tax Services to assess your complete financial plan and objectives, please email mlowlicht@opesprivatewealth.com or zeisner@opesprivatewealth.com so we can arrange a call.
Please note Atlantic Tax Services is not affiliated with B. Riley Wealth nor with any of its subsidiaries
In addition, we maintain on retainer a CPA and an Attorney to review and advise on complicated tax and legal strategies pertaining to your financial plan.