Your Frankenmuth Team
We provide investment advisory, wealth management and institutional services to a broad range of individuals, families and businesses. We understand no two investors are alike. That is why our approach begins with listening to you, understanding the whole picture and then responding in a way deemed suitable for your needs and circumstances. Sometimes that means developing a complete investment strategy while at other times it means designing a specific proposal to help meet a unique need.
At Oppenheimer, we appreciate and respect these differences. Our approach to wealth management services is founded upon our understanding that protecting clients’ capital is the primary concern. Living in a world of varying taxation, potential future inflation and a number of other unforeseen factors that impact your financial life, our number one goal is to help our clients manage risk, with a keen eye on opportunity and prudent investing.
