Family stewardship encompasses all aspects of providing for yourself and your family during your lifetime and afterward.
The Domoracki Private Client Group will work with you and your family to prioritize your goals, create financial strategies to address those goals and implement concrete actions to help you reach them. It’s more than looking at markets and returns. It’s about what’s important to you – reaching your goals and managing risks. Whether you’re welcoming a new addition to the family, buying a new home, sending children to college, planning for retirement or leaving a legacy. We will work closely with you to help define your priorities and connect you to the right solutions.
At Oppenheimer & Co. Inc. we have a wide range of financial capabilities, including but not limited to:
Your financial position is unique and you deserve the attention of knowledgeable, experienced professionals who meet with you and your family to listen to your needs and goals. We provide information, resources and timely updates on your progress toward attaining your goals.