Our Clients
The people who work with us come from a variety of backgrounds. This includes numerous families, high net worth individuals, small business owners, executives of public and private companies, and trustees of family estates.
Our Approach
Oppenheimer provides us with an open-architecture platform that does not tie us to proprietary products. In essence, it allows us to access those investment vehicles that we think are most suitable for each of our clients. Due to Oppenheimer’s proud and established history in the financial services industry, we are able to recommend investment managers from across a wide range of both traditional and alternative asset classes.
As Financial Advisors, we are committed to help you grow, preserve, and decide how your wealth will be passed on to the next generation, as well as honor any philanthropies of your choice. We succeed by putting our clients first and by never forgetting we are their advocates.
* If you select one or more of the advisory services (i.e.: Financial Planning services) offered by Oppenheimer & Co. Inc. or its affiliate Oppenheimer Asset Management Inc., we will be acting in an advisory capacity. If you ask us to effect securities transactions for you, we will be acting as a broker-dealer. Please see the Oppenheimer & Co. Inc. website, www.opco.com or call the branch manager of the office that services your account, for further information regarding the difference between brokerage and advisory products and services.
