- Estate Planning
- Financial Planning
- Investment Solutions
- Retirement Planning
- Trust Services
About The Branch
For over nineteen years, Oppenheimer’s branch offices in the Pacific Northwest have served the financial needs of high-net-worth individuals, corporations and non-profit organizations in the Seattle and Bellevue markets. Our offices draw on the considerable resources of Oppenheimer and its affiliates to provide a broad range of financial products and services including asset management, professional money management, 401(k) and retirement services, guardianship services and 10b5 trading plans.
We pride ourselves on building a culture of collaboration and giving our Financial Advisors the support and resources they need assist their clients and grow their businesses. Several of our Financial Advisors have been named to Oppenheimer’s Executive Council and Chairman’s Council as well as received “Best in State” distinctions from Forbes and SHOOK Research.
Our Story in Numbers
Billion Client Assets under Administration
Branch Offices across the United States
Let's Talk Future
Are you a financial professional interested in joining our office? If there’s one thing we’re great at, it’s working with new and existing professionals to help them grow their practices. Financial Advisors who bring their talents to Oppenheimer join something truly special. They become part of an organization that prides itself on a culture of access – to resources, to people, and ideas. And they pride themselves on being a part of helping their clients feel more confident about their financial futures, as well as helping business leaders implement new and innovative strategies and helping their communities succeed.Read More
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.