Our Services

Our Team has developed a thorough and deliberate bottom-up process to help us uncover the unique needs for each of our clients. The outcome of our process allows us to focus on providing solutions surrounding retirement planning, multi-generational wealth management, tax-efficient planning, estate planning services and, through resources at Oppenheimer, trusts.

Our extensive industry experience and knowledge allows us to utilize a wide range of strategies – starting with traditional investments, such as individual stock, exchange traded funds (ETFs), mutual fund and fixed income securities, to more non-traditional, specialized products such as options and covered call writing, 1031/721 taxed deferred real estate exchanges, portfolio enhancement options strategies (for qualified investors), hedge funds, access to private equity and direct indexing.

No two investors are alike. Which is why when it comes to building a diverse portfolio of investments, Oppenheimer Asset Management (OAM) provides our team and our clients with unbiased advice and ideas that serve to match their goals and objectives.