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Winter Park Colorado

Our Services

family time at the park

Process

We focus on customized proactive investment strategies designed to help wealthy families and business owners address their tax liabilities, help grow their money more effectively and , and focus on generating income within their portfolio.

We align each client’s unique goals, values, and needs with holistic planning and design of investment and insurance strategies. We use an in-depth discovery process that leads to a true understanding of each client’s specific situation, time horizon, and risk tolerance. We focus on growing and protecting the assets of high net worth clients (individuals, families, corporate executives, and businesses), including leveraging the resources and leadership at Oppenheimer to help clients pursue goals and solve complex financial issues.

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Services include:

  • Planning Services
  • Trust Services
  • Individual & Institutional Investment Consulting Services
  • Portfolio & Institutional Analysis
  • Personal Investment Policy
  • Asset Allocation
  • Investment Manager Recommendations
  • Portfolio Monitoring
  • Consolidated Reporting
  • Due Diligence
  • Retirement Services
  • Estate and Succession Strategies
  • Equity and Fixed Income Securities
  • Equity Research
  • Exchange Traded Funds
  • Options
  • Mutual Funds
  • Hedge Funds
  • Portfolio Management
  • Separate Account Management
  • Restricted and Control Stock Strategies
  • Hedging and Monetization Strategies
  • Insurance and Annuities
  • Retirement Plan Services
  • Employee Stock Option Plans
  • Employee Stock Purchase Plans
  • Buybacks
  • Deferred Compensation Plans
  • Rule 10b5-1 Trading Plans
  • Cash Management