Ingraham Wolf Private Client Group works with professionals, business owners and non-profits in regards to their investment and wealth planning with an emphasis in tax efficient strategies. We do this by following a planning process:

1. Establish a relationship
2. Gather data and develop your financial goals
3. Analyze and evaluate financial status
4. Review recommendations
5. Implement plan and strategies
6. Review and benchmark progress of investments and financial goals

With the world class resources, research and expertise of Oppenheimer & Co. Inc. behind us, we can deliver customized proactive investment and financial planning strategies to our clients.