Robert P. Pruett has been a wealth advisor with Opus Private Client, LLC for 14 years performing planning for high-net-worth individuals, families, and business owners. Rob uses leading-edge advanced personal planning techniques to protect and maximize each client’s wealth, retirement, and estate plans.
Robert also consults with 50-to-800-person firms to deliver high-value corporate benefit programs, with a special focus on delivering healthcare savings of 10-15% or more through Opus's proprietary reimbursement program offering.
His specialties include asset management, institutional investing, tax planning, life insurance, disability, annuities and long-term care insurance, corporate benefit programs, executive benefit programs, retirement and estate planning, and legacy and charitable planning.
He received the Five Star Wealth Manager Award* in 2012, 2013, 2014, 2015, and 2016. Recognized in Westchester Magazine, this award is based on peer reviews, client retention rates, and a favorable regulatory and compliance history. The selection committee recognizes less than 3% of eligible wealth advisors.
Rob is a graduate of Babson College’s Franklin W. Olin Graduate School of Business, where he specialized in executive marketing and management and marketing.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), supervised from 800 Westchester Avenue, Suite N-409, Rye Brook, NY 10573, (914) 288-8800. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Opus Private Client, LLC is not an affiliate or subsidiary of Guardian. The title Managing Partner does not imply actual ownership in an entity formed as a Partnership. This title has been conferred solely for those with managerial responsibilities and an ownership interest within the organization. CA Insurance License 0I88914.
*Awards not issued or endorsed by Guardian or its subsidiaries.