Opes Advisors

Catamount Ventures LP, established in 2000 by Jed Smith, collaborates with dedicated entrepreneurs to develop companies within the education, healthy living, and sustainability sectors. Their shared objective is to create lasting value and deliver exceptional returns for their investors through strategic partnerships and innovative business solutions. Generated from their website's infomation

Bay Grove Capital LLC, based in San Francisco, operates as an Owner-Operator with a straightforward strategy. Their focus on simplicity and efficiency sets them apart in the industry, making them a reliable choice for those seeking to learn more about their unique approach. Generated from their website's infomation

HistoryAs founder of Silicon Private Wealth, I left a large Wall Street firm after 29 years. My goal is to focus on the wealth management needs of UHNW clients who seek a high level of service and want the breadth and depth of a large firm without the headaches.SpecialtiesHigh Net Worth Wealth Management, in Fremont? Yes! Having worked in San Francisco & San Jose for large Wall Street firms, we have brought our expertise to where we live. We offer wealth management services to clients looking for holistic financial advice. Minimum portfolio size, $1 million.