Our Services

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.

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.

To ensure our clients have a seamless and transparent wealth management experience, we will coordinate directly with their business managers, CPAs, attorneys and trustees who act as their fiduciaries. We can work with them on everything from portfolio design and development to asset class structuring, and aggregation of data, documents, and other account information.

A liquidity event, such as a business sale, divorce, inheritance or sale of stock can bring many new tax and legal hurdles. Leveraging our deep experience, we can provide the right guidance and planning pre- and post- liquidity event to help ensure suitable outcomes on behalf of our clients.

In addition to our special services, we can assist our clients in every aspect of wealth management, from growing their assets to transitioning wealth.

We will assist you in the sale of restricted or control stock in compliance with applicable laws and with minimal effort on your part. If an outright sale is not appropriate, we can provide you with alternative strategies for accessing liquidity.

Establishing a Rule 10b5-1 trading plan helps you diversity a portfolio that contains large company stock positions and/or options, and helps protect you against insider trading liability. Our team will help design a customized Rule 10b5-1 plan that fits your needs.

Our team will guide you through the process of designing and implementing a stock buyback plan tailored to help address financial goals. You are provided with strategies addressing financial benefit while complying with regulatory policies and rules.

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.

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.

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.

Corporate executives are often faced with unique equity compensation challenges; we can help you mitigate them. We leverage Oppenheimer's full corporate services to deliver tailored advice and seamless execution of your stock trading plans, restricted and control stock strategies, employee option plans, and stock repurchases.

Working directly with Oppenheimer's Retirement Services Department, we help business owners find and implement the best retirement plan for them and their employees. We can assist in everything from plan design and investment policy development to plan monitoring, reporting, and employee communications.

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.