Our team is honored to have been selected for the 2023 Forbes Best-In-State Wealth Management teams list.
This inaugural list featured over 2,800 teams with a combined assets of approximately $4 trillion. To learn more about this award please click here.
Andrew Lerner and Logan Shalmi attend Oppenheimer's 2022 Next-Gen Conference
On July 11, 2022 Andrew Lerner was featured in Forbes article: Preparing For Life’s Milestones. In this article, Andrew discusses key steps everyone should follow to ensure a successful transition.
We are extremely proud to have participated in the 2022 HomeSafe's Classic Rock & Roll charity event in March. HomeSafe is a nationally accredited non-profit organization dedicated to protecting Palm Beach County’s and South Florida’s most vulnerable residents – victims of child abuse and domestic violence. Their mission is to create safer, more productive lives for infants, children, young adults and families. We were grateful for the opportunity to help bring awareness to this great cause, and together through the compassion of our team and many other local sponsors, the organization raised over $320,000 towards this event.
Logan Shalmi and Andrew Lerner lead a team that oversees $1.1 billion in total client assets. The Atlantic Group of Oppenheimer focuses on providing comprehensive financial planning support to high-net-worth individuals and families. The team prides itself on its particular expertise in helping families and individuals address the complexities related to meaningful generational wealth transfers or liquidity events of closely held businesses.
The Atlantic Group of Oppenheimer & Co. Inc. joined forces with Feeding South Florida for their Thanksgiving Food Frenzy. They teamed up to help change lives- one meal at a time. The team collected non-perishable food items from October 26th to November 6th. All non-perishable items were sent to the Feeding South Florida warehouse to provide food assistance at over 300 non-profit soup kitchens and food pantries throughout the county. The Atlantic Group invited friends and family members to also support this important cause. With your help The Atlantic Group raised over $5000, which is equal to 45,000 meals.
Thank you to all of the clients who participated in our Virtual Happy Hour series during the month of September. During these unprecedented times, we miss seeing our clients in the office. We hosted our first virtual fund update while everyone enjoyed their favorite (optional) cocktail. While the pandemic is changing the way we interact with our clients, our team is always looking for ways to adapt to our new normal.
