The Hartzmark Group of Oppenheimer & Co. Inc. is a multi-generational, family-focused practice that has a distinguished legacy of providing investment advice over the span of four generations. With a history of financial entrepreneurship and innovation dating back to the Great Depression, we have been offering guidance as trusted Financial Professionals, helping individuals, families, small businesses and entrepreneurs plan for life’s milestones.
Our team’s insight and experience, paired with the resources available at Oppenheimer & Co. Inc. allow us to guide you through life’s challenges, no matter what they are or in what stage of life they occur. We offer personalized services and customized strategies tailored to your unique needs and financial goals, without sacrificing the personal touch that was once commonplace in financial management. Our work is about the people we work with; a message we have carried through the generations.
As a multi-generational group, we are uniquely attuned to the intricacies of multi-generational needs. Whether that means planning for your retirement, your children’s college, or helping to ensure your family’s financial stability; no matter the circumstance, we are here to guide you through that process. We care about more than numbers. We want to know you by your name and story. Only when we know who you are can we properly advise you, and give you the clarity and confidence essential to aligning your personal values with your financial resources.
To learn more about the Hartzmark Group and our services, please contact us. We welcome the opportunity to learn more about your expectations and to share more with you about our team and Oppenheimer & Co. Inc.
“Simply put, Adam personifies our best. He is a role model for our younger financial advisers. He is a voice of reason for his clients, and his moral compass always points true north,” said Jim Lowe, senior vice president in the Private Client Division of Oppenheimer & Co. Inc.
The following specialists do not make securities recommendations. Please contact your Oppenheimer Financial Advisor if you have questions about how a specialist might be able to assist you.
Chief Investment Strategist
Head of Alternative Investments
President Oppenheimer Trust Co. Delaware
Head of the Oppenheimer Asset Management Consulting Group
President of Oppenheimer Life Agency, Ltd.
Head of Sales and Marketing for Oppenheimer Asset Management
