Wealth Management Services

We collaborate with the team at Oppenheimer Asset Management (OAM) to create bespoke portfolios for each client, pairing valuable insights from the OAM research team with our evaluation of your profile.

We start by defining:

• Capital Goals

• Growth: Compounding wealth through market cycles

• Income: Meeting monthly/quarterly distribution needs

• Diversification: Adding unique investment opportunities diversified from traditional holdings

• Legacy: Planning for the next generation

• Risk Appetite

• Evaluating risk appetite is critical to designing an appropriate asset allocation

• Risk if different for everyone: Determining factors include age, investment experience, job security, marital status, and dependents

• Time Horizon

• Over longer time horizons, the rough periods are often smoothed out

• Short term investing and trading can be done, but is not something we typically recommend

Next Steps Include:

• Determining asset allocations across market cap, style and sector

• Being mindful and methodical to tax implications

• Evaluating inherited positions that one might be reluctant to sell

• Consulting with the team at Oppenheimer Asset Management to build bespoke portfolios

• Taking a holistic, top-down look at your overall asset allocation from other outside investments as to make sure we’re minimizing overlap of your current investment holdings

What Makes Us Different

Our investment platform is built on open architecture with full transparency and access to Oppenheimer’s thought leaders as well as the investment teams we partner with. Every manager/fund that we partner with has gone through a rigorous due diligence process.

We Focus on Managing Risk, Not Return.