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Protecting Assets

We know you have worked hard to grow your wealth. Now it’s time to take the right measures to preserve your assets and wealth for the future. Our team at The Forza Group will provide you with the advice, products and strategies to help you achieve your financial goals while planning for both expected and unexpected life events.

Our team offers:

  • Insurance and annuity services that address your specific needs
  • Estate planning tools to ensure an efficient transition of your assets
  • Periodic assessments to make certain your accounts can withstand any unexpected life changes
  • Advice about, and access to, traditional investments like equity and fixed income

Customer Asset Protection

Oppenheimer & Co. Inc. (Oppenheimer) and its predecessor firms have been offering investment services since 1881. We are a financially sound institution committed to maintaining a strong, conservatively managed balance sheet, disciplined risk management and robust internal controls designed to protect our clients’ assets.

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