Opus Private Client, LLC

Opus Private Client, LLC Wealth Forward. Lifestyle Forward. Purpose Forward. Our first priority is helping you take care of yourself and your family. phone: 914.288.8800.

We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our success. This material is intended for general use. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide inv

estment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 800 Westchester Avenue, Suite N-409 Rye Brook, NY 10573. PAS is a wholly owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Opus Private Client, LLC is not an affiliate or subsidiary of PAS or Guardian. Opus Private Client, LLC is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.
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It’s not always easy to talk about money in a relationship. Check out these tips to help you start having open and hones...
09/02/2026

It’s not always easy to talk about money in a relationship. Check out these tips to help you start having open and honest conversations about your finances.

Not talking about money can cause serious problems in a relationship. With the right tools, you can overcome the money taboo

Take us wherever you go! ✈️WealthStyle has listeners from all over our great nation, plus, we’re also popular in Germany...
08/29/2026

Take us wherever you go! ✈️

WealthStyle has listeners from all over our great nation, plus, we’re also popular in Germany, Singapore, and Canada!

🎧 Gain access to over 120 episodes specifically designed to move your wealth and lifestyle forward.

Download for on-the-go advice and insight: https://bit.ly/3S0wISD

Watch or listen for free on YouTube: https://bit.ly/3WepKdY

The cash value of a life insurance policy won’t appear as soon as you buy it. It takes time to grow into a usable asset....
08/27/2026

The cash value of a life insurance policy won’t appear as soon as you buy it. It takes time to grow into a usable asset.

Learn more about when to start looking into life insurance policies, and their role in your retirement plan in this episode of WealthStyle where hosts Iván Watanabe and Evan Wohl were joined by Dr. Wade Pfau, founder of Retirement Researcher.

Tune in today! https://bit.ly/WSepisode48

08/26/2026

Retirement is evolving. Today, it’s about flexibility, purpose, and working because you want to—not because you have to.

The pressure to find the "perfect" opportunity can sometimes cause people to overlook something just as important:Having...
08/20/2026

The pressure to find the "perfect" opportunity can sometimes cause people to overlook something just as important:

Having options.

A lot can change between the day you accept an offer and the day you start working.

Leadership teams change.

Compensation models evolve.

Organizations merge, grow, or shift priorities.

That's why Michael Shofner encourages physicians to explore multiple opportunities during the interview process instead of putting all their focus on a single offer.

Having choices doesn't just help during negotiations.

It can provide perspective, confidence, and flexibility when making one of the biggest career decisions you'll face.

The strongest position isn't always having the perfect offer.

Sometimes it's knowing you have more than one path available.
When making a major career decision, what's more important to you: finding the right fit immediately or having multiple options to compare?

Check out the full episode: https://bit.ly/4xcVKQB

Retirement choices can be intimidating. This piece helps you pick the right strategy for your business and employees.
08/19/2026

Retirement choices can be intimidating. This piece helps you pick the right strategy for your business and employees.

Retirement choices can feel intimidating. Choosing the right strategy can make all the difference.

Is a higher earning potential worth taking on more risk?Well, every career path comes with tradeoffs. The challenge is u...
08/13/2026

Is a higher earning potential worth taking on more risk?

Well, every career path comes with tradeoffs. The challenge is understanding them before making the decision.

Angela Shofner discusses one of the biggest considerations physicians face when evaluating private practice opportunities versus larger employed settings.

Compensation is only one piece of the equation.

Benefits, malpractice coverage, tail coverage responsibilities, flexibility, and long-term goals all deserve attention.

The best career decisions happen when physicians understand the full picture rather than focusing on a single number.

This episode offers a valuable perspective for anyone evaluating a new opportunity.

Listen to the full conversation today. https://bit.ly/4yMf1Km

Saving early could prove very helpful down the road. Share this piece with your family and consider your choices.
08/12/2026

Saving early could prove very helpful down the road. Share this piece with your family and consider your choices.

This early financial decision could prove helpful over time.

The pressure to find the "perfect" opportunity can sometimes cause people to overlook something just as important:Having...
08/06/2026

The pressure to find the "perfect" opportunity can sometimes cause people to overlook something just as important:

Having options.

A lot can change between the day you accept an offer and the day you start working.

Leadership teams change.

Compensation models evolve.

Organizations merge, grow, or shift priorities.

That's why Michael Shofner encourages physicians to explore multiple opportunities during the interview process instead of putting all their focus on a single offer.

Having choices doesn't just help during negotiations.

It can provide perspective, confidence, and flexibility when making one of the biggest career decisions you'll face.

The strongest position isn't always having the perfect offer.

Sometimes it's knowing you have more than one path available.

When making a major career decision, what's more important to you: finding the right fit immediately or having multiple options to compare?

https://bit.ly/4xcVKQB

For a small business, the loss of a key person could cause financial hardship.
08/05/2026

For a small business, the loss of a key person could cause financial hardship.

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

Address

800 Westchester Avenue, Suite N-409
Port Chester, NY
10573

Telephone

+19148251000

Website

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