The Five Star award recognizes service professionals who provide quality services to their clients.
E. Matthew Steinberg
Who We Are
We are a wealth management team that provides strategies to clients to help them achieve their financial goals. We offer comprehensive financial and investment advice primarily to small business owners, families, and high net worth individuals.
Five Star Award
Matthew Steinberg of Oppenheimer & Co. Inc. Named a Five-Star Professional Wealth Manager
Years Won: 7 Year Winner
E. MATTHEW STEINBERG
Awards & Recognitions
2021 & 2022
Best in State Wealth Advisor
Forbes Shook Research
Wealth Management Team
Our Pillars
Collaboration
Unique perspectives and backgrounds over decades of industry experience allow our collaborative team approach to provide comprehensive, holistic advice to help clients navigate and manage their assets in an increasingly complex world.
Transparency
Our team is upfront and honest about how we are compensated for the vast services we provide. We want our clients to have a clear understanding as to how we are aligned with them in striving for long-term success.
Purposeful Investing
Our team of financial advisors and associates help clients manage their assets and their risk by tailoring investments and advice that is specific to their goals, going beyond simply an investment portfolio.
Value
We utilize a wide array of investment options, strategies, and cutting-edge technology along with research from industry leaders to help provide high level results. We focus on client service and communication, adding value to our clients every step of the way.
CULTURE
Making Getting a Vaccine Shot Painless for Clients
One of the differentiators that Oppenheimer prides itself on is ‘accessibility.’ Usually that means access to products, firm leaders, and thought leadership leading to tailored investment ideas. But in my case, last March, it meant giving my clients access to the Covid-19 vaccine.
