Opes Private Wealth Management

When I began my wealth management practice in 1989 I worked for some of the top firms on wall street including Drexel Burnham Lambert and Smith Barney. After developing my business and acquiring extensive experience and knowledge at two major national firms I felt the need to provide my clients a more intimate personal relationship that was not available at such large institutions. My desire to provide my clients more personalized service led me to two smaller regional firms, Janney Montgomery Scott LLC and A.G. Edwards & Sons, Inc. While both firms provided me and my clients a more personalized platform, it still was not the vision I had for my practice. My vision was to provide my clients objective advice, on an independent basis. I knew the key to being successful for my clients meant I needed to have the flexibility to provide complex financial solutions to their specific goals and objectives rather than the cookie cutter approach that I witnessed at the larger firms. This led to the creation of Opes Private Wealth Management, a firm whose name and logo represents our mission. In Latin, the word Opes stands for "abundant wealth and resource". The crest around the bull and bear represent the firms ideal of being the protector of our client's assets. The balance at the bottom is representative not only of fairness but also a balance between both good and bad markets.