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Protecting My Assets

Preserve your wealth. Safeguard your future.

We know you have worked hard to grow your wealth. Now it’s time to take the right measures to preserve your assets and wealth for the future. Oppenheimer Financial Advisors will provide you with the advice, products and strategies to help you achieve your financial goals while planning for both expected and unexpected life events.

Our Financial Advisors offer:

  • Advice about, and access to, traditional investments like equity and fixed income
  • Insurance and annuity services that address your specific needs
  • Estate planning tools to ensure an efficient transition of your assets
  • Periodic assessments to make certain your accounts can withstand any unexpected life changes
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Financial advisor and client discussing finances over tablet

Find a Financial Advisor