Every client has different financial goals, which is why it is incumbent upon our team to help define those goals and recommend a plan to achieve them. We start every new relationship by getting to know our clients and understanding their most pressing concerns or needs. From there, our financial planning process is designed to be fully customized and responsive to the many tangible and intangible factors that may impact our clients’ financial lives. Ultimately, our goal is to deliver financial confidence to every client so that they can focus on what matters most to them.
Private Wealth Management
Financial
Planning
Strategies
Every client has different financial goals, which is why it is incumbent upon our team to help define those goals and recommend a plan to achieve them. We start every new relationship by getting to know our clients and understanding their most pressing concerns or needs. From there, our financial planning process is designed to be fully customized and responsive to the many tangible and intangible factors that may impact our clients’ financial lives. Ultimately, our goal is to deliver financial confidence to every client so that they can focus on what matters most to them.
Investment
Management
As a Portfolio Manager under the OMEGA Portfolio Management Program, Petar is able to act as a portfolio manager for his clients through a managed money program. In investing for his clients, Petar takes a “go-anywhere” approach, provided it fits within clients’ risk parameters and financial needs. His investment method focuses on producing consistent growth and absolute returns through ever-changing market conditions.
As a Portfolio Manager under the OMEGA Portfolio Management Program, Petar is able to act as a portfolio manager for his clients through a managed money program. In investing for his clients, Petar takes a “go-anywhere” approach, provided it fits within clients’ risk parameters and financial needs. His investment method focuses on producing consistent growth and absolute returns through ever-changing market conditions.
Growing Your
Wealth
Even the best financial plans and most experienced investors can’t always predict the complexities of life. We'll help you develop a financial strategy that addresses your needs today and helps you prepare for changes, both large and small, down the road. Beginning with an assessment of your individual needs and goals, we will work with you to uncover opportunities to grow your wealth and help manage risk. From there, we'll deliver a personalized financial strategy that will add clarity and structure to your financial life.
Even the best financial plans and most experienced investors can’t always predict the complexities of life. We'll help you develop a financial strategy that addresses your needs today and helps you prepare for changes, both large and small, down the road. Beginning with an assessment of your individual needs and goals, we will work with you to uncover opportunities to grow your wealth and help manage risk. From there, we'll deliver a personalized financial strategy that will add clarity and structure to your financial life.
Planning for
Retirement
Retirement is one of the biggest life events you can plan for. It starts as early as your first paycheck at your first job, and continues even after you’ve officially “retired.” We will help you clearly define your retirement goals and create an individualized plan to achieve them. Whether you need help setting up an IRA or want to make sure you’re organizing your day-to-day finances to keep you on target, we’re here to help.
Retirement is one of the biggest life events you can plan for. It starts as early as your first paycheck at your first job, and continues even after you’ve officially “retired.” We will help you clearly define your retirement goals and create an individualized plan to achieve them. Whether you need help setting up an IRA or want to make sure you’re organizing your day-to-day finances to keep you on target, we’re here to help.
Transitioning
Your Wealth
The right estate planning strategy can help you ensure that your financial goals are addressed and your legacy is preserved. Whether you're considering how to pass on your wealth to your children and grandchildren, sell or transfer your business, or fulfill your philanthropic goals, we can help you build and execute a plan that fits your needs.
The right estate planning strategy can help you ensure that your financial goals are addressed and your legacy is preserved. Whether you're considering how to pass on your wealth to your children and grandchildren, sell or transfer your business, or fulfill your philanthropic goals, we can help you build and execute a plan that fits your needs.
Trust
Services
We offer a comprehensive line of trust services and products to high net worth individuals and families, not-for-profit organizations, and businesses through our affiliate, Oppenheimer Trust Company of Delaware. We will work closely with you to find the right trust services to meet your unique investment needs and help achieve your financial objectives.
We offer a comprehensive line of trust services and products to high net worth individuals and families, not-for-profit organizations, and businesses through our affiliate, Oppenheimer Trust Company of Delaware. We will work closely with you to find the right trust services to meet your unique investment needs and help achieve your financial objectives.