Marc Lowlicht
Providing 30 years of intelligent solutions to complex financial goals
- Role
- CEO at Opes Private Wealth Management
- Location
- East Hampton, NY, US
- LinkedIn followers
- 500 followers
About Marc Lowlicht
W. OpesPrivateWealth.com | T. 63••••••70 | E. m••••••••@opesprivatewealth.com Securities and variable insurance products offered through B. Riley Wealth Management, Inc, Member FINRA/SIPC. These statements, or any other opinion posted on this site, are my opinion only and neither represent nor are indicative of B. Riley Wealth’s overall opinions. For important disclosure information, please visit https://brileyfin.com/disclosures#wealth-management-disclosures.
Experience
CEO
Opes Private Wealth Management
Jan 2014 — Present · East Hampton, NY, US
Marc Lowlicht, CFP® and MSFP, has almost 30 years of experience providing tailored, financial management solutions that help clients accumulate and preserve their wealth and resourcefully protect their assets. His areas of expertise include: Wealth Management Strategies, Tax Planning, Investment Management, Retirement Strategies, Trust Management Services, Estate Conservation, Insurance and Risk Planning, Philanthropic Planning, Due Diligence on outside investments and Multigenerational Planning. Marc has been featured extensively in the media, including regular contributions to Forbes and Worth Magazine, and on Fox Business News. He was named one of America’s ‘Best Financial Planners’ by the Consumers’ Research Council of America. Securities and variable insurance products offered through B. Riley Wealth Management, Inc, Member FINRA/SIPC. These statements, or any other opinion posted on this site, are my opinion only and neither represent nor are indicative of B. Riley Wealth’s overall opinions. For important disclosure information, please visit https://brileyfin.com/disclosures#wealth-management-disclosures. Any information represented should be for illustrative and educational purposes only and not to be considered investment advice.
Education
College for Financial Planning
Master's Degree
The George Washington University - School of Business
Bachelor of Science (BS)
Skills
- Tax Planning
- Investment Management
- Insurance and Risk Planning
- Estate Conservation
- Trust Management Services
- Retirement Income Strategies
- Philanthropic Planning
- Due Diligence on Outside Investments
- Multigenerational Planning
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