In today’s world, the speed and uncertainty in the market reaches new heights every day. Clients need us to provide more than just an investment recommendation; they need us to protect their lifestyle. Here, at the Natelli Private Client Group of Oppenheimer & Co. Inc. we understand what’s on your mind when it comes to planning for your financial future. Every successful company has a Chief Financial Officer managing their finances, so why shouldn’t an individual have similar leadership?
At other firms, clients may be just a number. When we started The Natelli Group, we had a vision that we wanted to treat our clients like family. The backbone of our family business is putting the client first. We learn who you are and where you want to go long before we talk about investments. As one of the few remaining boutique investment firms, and our independence within Oppenheimer, we are uniquely suited for the one-on-one client-advisor relationship. From equities to fixed income, from domestic investments to offshore opportunities, we provide personalized investment solutions custom-tailored with you in mind.
We seek a deeper relationship for the long term, using a multi-generational approach to planning. When clients make the decision to work with us, we understand the responsibility that comes with managing a legacy that may have taken a lifetime to build. If there’s one thing we’ve learned from our decades of financial services work, it’s that the future is always changing. As life changes for our clients, The Natelli Group is with you today, tomorrow, and for the future.