- Wealth Planning
- Investment Management Services
- Pre and Post Liquidity Planning Services
- Risk Management/Insurances
- Tax and Estate Planning
- Multi-Generational Planning and Education
- Transparent Communication
Your Frankenmuth Team
We provide investment advisory, wealth management and institutional services to a broad range of individuals, families and businesses. We understand no two investors are alike. That is why our approach begins with listening to you, understanding the whole picture and then responding in a way deemed suitable for your needs and circumstances. Sometimes that means developing a complete investment strategy while at other times it means designing a specific proposal to help meet a unique need.
At Oppenheimer, we appreciate and respect these differences. Our approach to wealth management services is founded upon our understanding that protecting clients’ capital is the primary concern. Living in a world of varying taxation, potential future inflation and a number of other unforeseen factors that impact your financial life, our number one goal is to help our clients manage risk, with a keen eye on opportunity and prudent investing.
Recent Insights
Investment Experience
Al & Daniel have experience in a wide range of client situations. They have the expertise and skills to understand your needs and, together, with the appropriate professionals will help develop a strategy designed for you.
Independence
Our independence provides us the freedom to offer objective advice. With access to a full range of investment services and products we are committed to developing a strategy that is in your best interest.
Entrepreneurial Culture
We think ahead. Flexibility, short lines of communication and access to experts result in decisive action and tailored approaches that are designed to help meet your unique financial goals and objectives.
Personal Relationship
We sit on the same side of the table as our clients and provide advice based on a deep understanding of their needs. Creating long-term relationships that are built on trust is our ultimate goal.
wealth management services
Our Comprehensive Services Include:
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