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Professionals Alliance Group

Oppenheimer has designed PAG (and we use) for partnerships with accountants, lawyers, sports agents, and other trusted advisors and fiduciaries. We use PAG to form a partnership with these trusted individuals so they can refer clients (or other people they know) to us who need our expertise in wealth management. Also, our partners in the program get compensated once the referred clients start working with us, and get a monthly payment of 20-25% of our fees for as long as we work with a particular client. It is a great way to have another professional resource available for your clients and provide them with access to additional services, while also generating additional revenues for yourself without incurring additional risk or liabilities.

Download the PAG Survey.