Opes Wealth Management, LLC (“OWM”) is an SEC registered investment adviser located in Menlo Park, California. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. OWM may only transact business in those states in which it is registered, or where it qualifies for an exemption or exclusion from registration requirements. OWM’s Website (www.opeswealth.com), referred herein as the “Website,” is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of OWM’s Website on the Internet should not be construed by any consumer and/or prospective client as OWM’s solicitation to effect, or attempt to effect, transactions in securities or the rendering of personalized investment advice for compensation over the Internet. Any subsequent, direct communication by OWM with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of OWM, please contact the SEC or the state securities regulators for those states in which OWM maintains a notice filing. A copy of OWM’s current written disclosure statement discussing OWM’s business operations, services, and fees is available from OWM upon written request.
OWM does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to the OWM website or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by OWM), will be profitable or equal any historical performance level(s).
Certain portions of OWM’s Website (e.g., newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, OWM (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from OWM, or from any other investment professional. OWM is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting, or tax advice.
Please Note – Limitations: Neither rankings and/or recognition by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any designation or certification, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Opes Wealth Management, LLC is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers (see link as to participation data/criteria, to the extent applicable). Unless expressly indicated to the contrary, OWM did not pay a fee to be included on any such ranking. No ranking or recognition should be construed as a current or past endorsement of Opes Wealth Management, LLC by any of its clients.
ANY QUESTIONS: Unesa Miguel remains available to address any questions regarding rankings and/or recognitions, including providing the criteria used for any reflected ranking.
To the extent that any client or prospective client utilizes any economic calculator or similar interactive device contained within or linked to OWM’s Website, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from OWM, or from any other investment professional.
Each client and prospective client agrees, as a condition precedent to his/her/its access to OWM’s Website, to release and hold harmless OWM, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from OWM.
Information accurate as of: 4/21/2020
Company Headquarters: 535 Middlefield Road, Suite 160, Menlo Park CA 94025 | Phone: (408) 831-5800