Opes Private Wealth Management is a full-service financial planning company based out of East Hampton, New York. We have offices throughout the New York area and specialize in providing complex financial solutions and tax efficient strategies to individual and institutional clients while meeting their long-term needs and goals. ****Securities offered through National Securities Corporation, member FINRA/SIPC. Advisory services offered through National Asset Management, an SEC registered investment advisor. Insurance products offered through National Insurance Corporation (NIC).
View Top Employees from Opes Private Wealth ManagementWebsite | http://opesprivatewealth.com |
Revenue | $4 million |
Employees | 2 (1 on RocketReach) |
Address | 11 Gay Rd, East Hampton, New York 11937, US |
Phone | (631) 324-6570 |
Fax | (631) 907-3035 |
Industry | Financial Services, Investment Banking, Finance |
SIC | SIC Code 87 Companies, SIC Code 874 Companies |
NAICS | NAICS Code 56111 Companies, NAICS Code 561 Companies, NAICS Code 561110 Companies, NAICS Code 5611 Companies, NAICS Code 56 Companies |
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The Opes Private Wealth Management annual revenue was $4 million in 2024.
Zachary Eisner is the Vice President, Financial Planner of Opes Private Wealth Management.
1 people are employed at Opes Private Wealth Management.
Opes Private Wealth Management is based in East Hampton, New York.
The NAICS codes for Opes Private Wealth Management are [56111, 561, 561110, 5611, 56].
The SIC codes for Opes Private Wealth Management are [87, 874].