OPUS Private Client, LLC Email Format

Financial ServicesNew York, United States11-50 Employees

OPUS Private Client, LLC operates in the financial services sector as a mid-sized financial planning and wealth management firm based in Rye Brook, New York. The firm centers its work on asking thoughtful questions to uncover a client’s purpose and wealth, recognizing that each person’s financial picture is distinct and continually evolving. It serves individuals with significant assets and income, where careful planning is essential to protect lifestyle and financial security. For more than two decades, the firm has supported clients on a path toward financial independence, treating planning as an ongoing process of clarifying goals and determining how to move wealth, lifestyle, and purpose forward.

OPUS Private Client provides securities products and advisory services through Park Avenue Securities LLC, a FINRA- and SIPC‑registered broker-dealer. PAS is an indirect subsidiary of The Guardian Life Insurance Company of America, and OPUS Private Client, LLC is not an affiliate or subsidiary of PAS or Guardian. The firm’s OSJ is located at 800 Westchester Avenue, Suite N-409, Rye Brook, NY 10573.

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