Our Services

As we move through different chapters of our lives, our financial needs inevitably change and evolve. Whether it's planning for college, starting a family, obtaining that dream home, or living well in retirement, our group's financial planning process is designed to help you solve those challenges while also building a blueprint to achieve your goals.

Customized investment advice and investment management. Our service offerings are:

• Traditional Investment Services
• Alternative Investment Services
• Fixed Income Services

We can offer you a full array of services to help you meet your financial goals.

• Corporate Executive Services
• Cash Management
• Investment Policy Design & Implementation
• Asset Allocation & Portfolio Construction
• Portfolio Monitoring & Reporting

Our group can help you protect you and your family against life’s uncertainties.

• Annuities can provide an alternative source of retirement income
• Long-term care insurance can take the burden of providing for your care of loved ones
• Life insurance can protect your family and loved ones after an unexpected tragedy and bring you the peace of mind of knowing they will be taken care of when you’re gone

We work with individuals, employers, and plan sponsors to establish and maintain the best possible retirement savings plans; based on each unique circumstance.

We can deliver a comprehensive line of trust services and products to high net worth individuals and families, not-for-profit organizations, and businesses through our fiduciary organization, Oppenheimer Trust Company of Delaware.