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Individuals & Families

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Our Services

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:

Advice and Guidance

Advice and
Guidance

    • Goals-based wealth management
    • Education funding strategies
    • Extensive global research
    • Tax minimization strategies
    • Investment risk assessment

      • Goals-based wealth management
      • Education funding strategies
      • Extensive global research
      • Tax minimization strategies
      • Investment risk assessment

      Retirement

      Retirement

      • Managing income in retirement
      • Managing 401(k) during job transition
      • Rollovers, conversions and contributions
      • Planning for retirement
      • Health care expense planning
      • Retirement income planning

      • Managing income in retirement
      • Managing 401(k) during job transition
      • Rollovers, conversions and contributions
      • Planning for retirement
      • Health care expense planning
      • Retirement income planning

      Corporate Executive Services

      Corporate
      Executive
      Services

      • Restricted & control stock
      • Employee stock options
      • Private sales
      • Net unrealized appreciation
      • Exchange Funds

      • Restricted & control stock
      • Employee stock options
      • Private sales
      • Net unrealized appreciation
      • Exchange Funds

      Investments

      Investments

      • Alternative Investments
      • Concentrated stock services
      • Equity and fixed-income strategies
      • Municipal bonds
      • Managed account programs
      • Margin lending

      • Alternative Investments
      • Concentrated stock services
      • Equity and fixed-income strategies
      • Municipal bonds
      • Managed account programs
      • Margin lending

      Estate Guidance Services

      Estate Guidance Services

      • Charitable giving
      • Donor-advised funds
      • Insurance and annuities
      • Private family foundations
      • Trusts


      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.