We align each client’s unique goals, values, and needs with holistic planning and design of investment and insurance strategies. With over sixty years of combined industry experience, we use an in-depth discovery process that leads to a true understanding of each client’s specific situation, time horizon, and risk tolerance. With many partnerships that have spanned multiple decades, we focus on growing and protecting the assets of high net worth clients (individuals, families, corporate executives, and businesses), including leveraging the resources and leadership at Oppenheimer to help clients pursue goals and solve complex financial issues.
