Network·Family Office

Opes Wealth Management, LLC

Unclaimed

📍 MENLO PARK, CA

Family Officetechnologyreal estate
www.opeswealth.com

SEC CRD #801-114436

About

Home - OPES Wealth Wealth Management Guides Supporting your Personal Life Story Money is a complex medium that has the power to support or detract from the quality of all of our lives. Taking a closer look at different components like asset management, real estate, equity compensation, and various taxes, while thinking about your family’s financial future, increases the complexity exponentially. Uncover What s Important To Your Situation Uncover What s Important To Your Situation There is no one-size-fits-all approach All our journeys are unique. There is no one-size-fits-all approach to effective wealth management. For the last 19 years we’ve been advising and guiding people just like you through complex scenarios in a way that results in peace, stability, excitement, and confidence in their financial futures. At OPES Wealth, our approach is that of learning your story and your unique needs so that we can effectively guide you along the paths we have travelled with our clients many times before; guiding from the humility of wanting to help you live your most fulfilling life. Please explore this website and view our customer stories. Perhaps you can see some similarities there to your situation, and when ready, jump into our assessment as the first step in finding out if we’re a good mutual fit to work together. Take Our Assesment AS SEEN IN HOW WE CAN HELP YOU What We Do We are a team of financial professionals passionate about helping people build the lives they want. We ac

Key Contact

UM

UNESA MIGUEL

CHIEF COMPLIANCE OFFICER

📞 (408) 831-5800

🔒 Sign up for free to view key contact information

Sign up free →

This profile has not yet been verified by the firm. Information may be incomplete or outdated. Claim this profile to take control of your listing.

AUM

$822M

Location

MENLO PARK, CA

Is this your firm?

Claim this profile to complete your information, set investment criteria, and start receiving curated deal flow from sponsors on DEALITHIC.