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Opes Private Wealth Management

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Forms 


Below you will find the forms and questionnaires necessary to get started with our firm.


 



Opes New Account Form



Opes Account Transfer Form



Opes IRA Application



Opes IRA Beneficiary



Budget Data Form



College Planning Questionnaire



Detailed Financial Planning Questionnaire



Retirement Lifestyle Workbook



Social Security Planning Questionnaire



 



 


 


 


 


 


 

Opes Private Wealth Management financial professionals may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Securities and variable insurance products 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 adviser. Fixed insurance products offered through B. Riley Wealth Insurance.  Legal Disclosure  |  Customer Relationship Summary

Marc Lowlicht Form 2B

Zachary Eisner Form 2B

Investments may lose value. Not FDIC insured.

 

Please Contact Us:

CEO: Marc Lowlicht

Vice President of Financial Planning: Zachary Eisner

 

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