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The formation of the Natelli Private Client Group of Oppenheimer & Co. Inc. was an easy decision to make, something that was a work in progress for a long time. Barron joined the group full time during the summer of 2018. Previously he had interned with his father, Gavin, at the firm the previous two summers. We are thankful for the opportunity that Oppenheimer has given us to flourish in the financial industry and to form the family group. Being a family group keeps us in tune with  the same passion and drive that you have for your family’s success.

Oppenheimer is a boutique investment firm with 92 retail branches across the country. The firm’s style gives us instant access to connect and communicate with analysts and department supervisors when needed. Oppenheimer also allows us to invest and work with clients in our own entrepreneurial style, where other brokerage firms may focus attention in a specific direction or method. The flexibility from the firm gives us vast strategies, services, and products to offer our clients.

Our job is to make our clients and prospects lives easier, and we strive to help solve problems. An acronym that we follow as a group is ADPL, which represents Accumulation, Distribution, Protection, and Legacy. These four stages are the keys to our planning process. Knowing which stage you are in is very important and will give you confidence about your financial standing.

Years like 2020 may occasionally unfold, where we simply do not know what is going to happen next. Having an investment and financial plan is critical to making hard times a bit more manageable.

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