My Practice

Everything we do is inspired by our fiduciary mission to help each client achieve their most important life goals. This is accomplished, in concert with you, by designing, constructing and managing a personalized wealth management plan that evolves with your objectives, intentions and circumstances. With global business experience, depth of knowledge and the vast resources of Oppenheimer, we walk with you on your path to financial security, bringing insight, expertise, and advice every step of the way.

• Comprehensive Wealth Planning
• Tax, Trust & Estate Advisory¹
• Pre-Liquidity Planning
• Hedging Strategies
• Sustainable & Responsible Investing²
• 10b5-(1) Programs
• Risk Management
• Philanthropy Management
• Family Governance & Wealth Education
• Corporate Services

_{¹Oppenheimer & Co. Inc. and their employees (including Financial Advisors and Private Wealth Advisors) are not in the business of providing tax or legal advice. These materials and any statements contained herein should not be construed as tax or legal advice. Individuals should consult their personal tax advisor or attorney for matters involving taxation and tax planning and their attorney for matters involving personal trusts and estate planning.}

_{²Investing in the market entails the risk of market volatility. The value of all types of investments may increase or decrease over varying time periods. The returns on a portfolio consisting primarily of sustainable or impact investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability and impact criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.}

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