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Portsmouth, NH


  • Estate Planning
  • Financial Planning
  • Investment Solutions
  • Retirement Planning
  • Trust Services

Branch Manager



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About The Branch

The Oppenheimer Portsmouth branch has been serving the investment needs of families, businesses and non-profit organizations on the seacoast for over five decades. We believe that great Financial Professionals should know more about their clients than anyone (other than immediate family), which is why we are committed to helping our clients define and achieve their financial goals. We are a Wall Street boutique with over a century of experience and highly recognized capital markets and asset management capabilities that delivers the personalized service and unbiased advice today’s investors have come to expect.

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Our Story in Numbers

*Stats as of June 30, 2021
  • 1,004

    Financial Professionals

  • $117.3

    Billion Client Assets under Administration

  • 92

    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.

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Products & Services

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Growing My Wealth

Planning your wealth on your terms.

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grandmother and grandchild

Planning for Retirement

Achieve your retirement goals on your terms.

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business people

Protecting My Assets

Preserve your wealth. Safeguard your future.

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three generations of women

Transitioning My Wealth

Your estate and legacy.

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Engaging Family Office Services

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