The Connaughton Private Client Group

Our Mission

The Connaughton Private Client Group works with individuals, families, business owners and foundations to meet their unique investment objectives. With their 100+ years of combined investment experience through various market cycles, the group advises their clients in navigating current markets as they keep their longer term financial goals in perspective.

In seeking to fulfill their mission, they help guide their clients through their lives and its various stages of wealth management:

• accumulation of capital
• management and preservation of capital
• and transfer of wealth in the most tax efficient manner possible

The group draws on the experience of Oppenheimer’s strategic planning partners, by offering a collaborative, personal and tailored approach to financial planning, along with comprehensive financial and investment advice.

The team prides itself on helping clients address complex financial issues faced in generational and estate planning, and aims to provide their clients with financial peace of mind.

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