The Puritan Valley Group has over sixty years of combined experience in financial planning and wealth management. Jeff and Jim excel in working with individuals, small and mid-sized business owners, charitable organizations and foundations. The team focuses on risk-adjusted investment management when assisting clients in addressing their retirement, educational, and philanthropic goals. In the evolving markets and changes in clients’ lives, we focus on creating value based strategies that are tailored to client’s specific situation at various stages in life.
Services
Our Approach:
Growing
Your Wealth
Oppenheimer Financial Advisors help you develop a financial plan that can meet your needs today and prepare for changes in the future.
Oppenheimer Financial Advisors help you develop a financial plan that can meet your needs today and prepare for changes in the future.
Planning for
Retirement
Retirement is one of the biggest life events you can plan for. We're here to help.
Retirement is one of the biggest life events you can plan for. We're here to help.
Transitioning
Your Wealth
After years of working hard to build and maintain your wealth, it's time to consider what's next.
After years of working hard to build and maintain your wealth, it's time to consider what's next.
Protecting
Your Assets
We know you have worked hard to grow your wealth. Take the right measures to help preserve it.
We know you have worked hard to grow your wealth. Take the right measures to help preserve it.
Trust
Services
Oppenheimer delivers a comprehensive line of trust services and products to high net worth individuals and families, not-for-profit organizations, and businesses through our fiduciary organization, Oppenheimer Trust Company of Delaware.
Oppenheimer delivers a comprehensive line of trust services and products to high net worth individuals and families, not-for-profit organizations, and businesses through our fiduciary organization, Oppenheimer Trust Company of Delaware.
Investment
Solutions
No two investors are alike. Which is why when it comes to building a diverse portfolio of investments, Oppenheimer Asset Management (OAM) provides our team and our clients with unbiased advice and ideas that serve to match their goals and objectives.
No two investors are alike. Which is why when it comes to building a diverse portfolio of investments, Oppenheimer Asset Management (OAM) provides our team and our clients with unbiased advice and ideas that serve to match their goals and objectives.
Corporate
Executive Services
As a corporate executive and leader, you are often faced with unique equity compensation challenges at your organization.