A Lifetime of Work Deserves a Thoughtful Strategy

Your wealth reflects years of dedication and it should support everything you envision for yourself and your family. We deliver integrated wealth management solutions designed to preserve and grow your assets with intention.

We take a macroeconomic approach to investing, guided by long-term secular trends, disciplined diversification, and a commitment to strong performance. Our boutique practice specializes in serving high-net-worth business owners and medical professionals, combining institutional-caliber expertise with deeply personalized service.

Your Vision. Our Strategy.

Your investment strategy should align with your life goals not just market movements. We build portfolios that reflect your objectives and risk tolerance while working in harmony with your broader financial and estate planning.

What We Offer

Whether you prefer discretionary management or a collaborative advisory approach, we provide access to a wide range of sophisticated investment opportunities:

Alternative Investments

Public Equity Portfolios

Hedge Funds (Long/Short, Market Neutral)

Private Equity, Private Debt, and Venture Capital

Private Offerings & Pre-IPO Access

Fixed Income Strategies

Private Real Estate

Let’s Build a Strategy That Serves Your Vision

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Legal Disclosure

Opes Private Wealth Management and Eisner Wealth Management financial professionals may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Securities and variable insurance products are offered through B. Riley Wealth Management, Inc., member FINRA/SIPC. Fee-based advisory services are offered through B. Riley Wealth Advisors, Inc., an SEC-registered investment adviser. Fixed insurance products offered through B. Riley Wealth Insurance. *Certain services require collaboration with unaffiliated third parties.* Legal Disclosure Customer Relationship Summary

The views and opinions expressed on this website are those of Zachary Eisner and do not necessarily reflect those of B. Riley Wealth Management, Inc. Opinions are subject to change with market conditions. The views and strategies may not be suitable for all investors and are not intended to be relied on for legal or tax advice. Vanilla and Holistiplan are not affiliated with Opes Private Wealth Management, Eisner Wealth Management nor with B. Riley Wealth Management or any of its subsidiaries.

Zachary Eisner Form 2B

Investments may lose value. Not FDIC insured.