- Estate Planning
- Financial Planning
- Investment Solutions
- Retirement Planning
- Trust Services
About The Branch
Oppenheimer’s Asheville office provides comprehensive wealth management and retirement planning services to individuals, families and institutions in the North Carolina region. With a team of dedicated, experienced Financial Professionals we offer insight and advice that is truly tailored to our client’s needs. We provide guidance on a broad range of financial products and services including fixed income, portfolio management, and mutual funds. By working collaboratively with the other affiliates within the global Oppenheimer firm, we are able to provide a level of insight and strategy.
Our Story in Numbers
Billion Client Assets under Administration
Branch Offices across the United States
Customer Asset Protection
Oppenheimer & Co. Inc. (Oppenheimer) and its predecessor firms have been offering investment services since 1881. We are a financially sound institution committed to maintaining a strong, conservatively managed balance sheet, disciplined risk management and robust internal controls designed to protect our clients’ assets. In the unlikely event that Oppenheimer becomes insolvent, there are multiple layers of protection which safeguard our customers’ holdings.Read More Customer Asset Protection
Products & Services
Growing My Wealth
Planning your wealth on your terms.
Planning for Retirement
Achieve your retirement goals on your terms.
Protecting My Assets
Preserve your wealth. Safeguard your future.
Transitioning My Wealth
Your estate and legacy.