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Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 5am - 5pm Friday 9am - 5pm

Opes Wealth Management

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United States
Menlo Park, CA
Opes Wealth Management

Opes Wealth is a financial advisory firm with wealth management services designed to assist clients in a multifaceted approach.

03/18/2026

How can tech employees use restricted stock units to help fund their retirement plan contributions?

Learn more as our team explains how RSUs can be converted into long-term retirement savings:

https://opeswealth.com/how-tech-employees-can-use-rsus-to-balance-cash-flow-needs-and-retirement-contributions

03/11/2026

Why is balancing current cash flow requirements and retirement planning especially challenging for tech professionals?

Visit our blog to learn how tech employees can address current and future planning using restricted stock units (RSUs):

https://opeswealth.com/how-tech-employees-can-use-rsus-to-balance-cash-flow-needs-and-retirement-contributions

03/09/2026

Are you an Apple employee holding recently granted Apple stock?

If you're unsure about your next steps, visit our blog for a deep dive into what to consider when deciding whether you should hold or sell.

https://opeswealth.com/should-employees-sell-or-hold-recently-purchased-apple-inc-shares

03/06/2026

Many tech companies allow employees to contribute more to their retirement plans beyond standard pre-tax limits.

However, how can tech employees access liquidity to fully participate when faced with the high cost of living in their areas?

Visit our blog to explore how restricted stock units (RSUs) can be a powerful funding source for retirement contributions:

https://opeswealth.com/how-tech-employees-can-use-rsus-to-balance-cash-flow-needs-and-retirement-contributions

02/02/2026

Now is the time to consult your tax professional and financial advisor to maximize the SALT deduction for state and local taxes — while it’s still around.

Learn more about how the deduction works in our blog post:

https://opeswealth.com/how-the-obbba-affects-the-state-and-local-tax-deduction

01/30/2026

01/29/2026

Did you know that how you invest in different investment accounts can influence your after-tax returns?

Hear why strategic asset location can improve your tax-efficiency:

https://opeswealth.com/manage-your-tax-liability-with-strategic-asset-location

01/26/2026

What’s the new state and local tax deduction, and how does it work?

Hear from Ann as she explains the new rules under the One Big Beautiful Bill Act and what filers should keep in mind:

https://opeswealth.com/how-the-obbba-affects-the-state-and-local-tax-deduction

01/22/2026

The type of investment vehicle you choose will depend on your goals, current financial and tax situation, risk tolerance, and retirement timeline.

To help inform your decision, first consider the various return components and how they are taxed in different accounts. Hear Louis explain:

https://opeswealth.com/manage-your-tax-liability-with-strategic-asset-location

01/21/2026

In investing, it’s not just what you hold, it’s where you hold it.
Learn why asset location can help enhance your overall after-tax returns:

https://opeswealth.com/manage-your-tax-liability-with-strategic-asset-location

01/19/2026

A qualified personal residence trust (QPRT) can be a powerful estate planning tool for wealthy families; however, it comes with an important trade-off.

Hear from Mark as he explains the capital gains considerations you should assess before using one:

https://opeswealth.com/how-can-a-qualified-personal-residence-trust-qprt-help-me-reduce-my-estate-taxes

Address

535 Middlefield Road #160
Menlo Park, CA
94025

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	5am - 5pm
Friday	9am - 5pm

Telephone

+14088315800

Website

https://opeswealth.com/, https://www.linkedin.com/company/opes-wealth-managementllc?trk=similar-pages

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