linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

David Adair Savage

Opes Wealth Management, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you David? Claim Your Profile

About David Adair Savage

David Adair Savage is a financial advisor registered in Oregon. David is a Certified Financial Planner. David has been with Opes Wealth Management, LLC since July 2023 and previously was with Savage And Company Wealth Management, LLC. David has experience providing financial planning and portfolio management services to individuals.

Firm Information

David Savage is currently registered with Opes Wealth Management, LLC. Opes Wealth Management, LLC is a registered investment advisor based in Menlo Park, CA. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and corporations. Opes Wealth Management has approximately $589,916,182 in regulatory assets under management.
Opes Wealth Management, LLC

535 MIDDLEFIELD ROAD

MENLO PARK, CA 94025

$589.92M

Assets Under Management

Not reported

Total Clients

15

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

David Savage’s Registration & Firm History

OR

07/20/2023 - Present

Opes Wealth Management, LLC (Ashland OR)

OR

09/21/2005 - 06/25/2007

PACIFIC WEST SECURITIES, INC. (BEND OR)

CA

07/13/2004 - 09/23/2005

SYNDICATED CAPITAL, INC. (DIAMOND BAR CA)

NY

05/25/1999 - 07/22/2003

MORGAN STANLEY DW INC. (PURCHASE NY)

MN

05/03/1994 - 05/27/1999

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

05/03/1994 - 05/27/1999

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

Not sure if David Adair Savage is right for you?

Licenses & Designations

IA

Issued 04/01/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/04/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/06/2003

Series 31 - Futures Managed Funds Examination

BC

Issued 02/03/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Adair Savage.
Not sure if David Adair Savage is right for you?