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Services

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Our Process

At The Perkins Group, we work tirelessly to meet and exceed our clients’ expectations by identifying, customizing, and serving our clients’ individual needs by offering holistic investment strategies and focusing on multigenerational legacy planning, where appropriate. We understand the importance of providing a comprehensive service and offering complete access not only to our group, but also to Oppenheimer’s strategists, researchers, and insurance professionals. We frequently collaborate with tax and legal professionals and offer clients a broad spectrum of investment choices.

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Growing
Your Wealth

Oppenheimer Financial Advisors help you develop a financial plan that can meet your needs today and prepare for changes in the future.

Oppenheimer Financial Advisors help you develop a financial plan that can meet your needs today and prepare for changes in the future.

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Planning for
Retirement

Retirement is one of the biggest life events you can plan for. We're here to help.

Retirement is one of the biggest life events you can plan for. We're here to help.

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Transitioning
Your Wealth

After years of working hard to build and maintain your wealth, it's time to consider what's next.

After years of working hard to build and maintain your wealth, it's time to consider what's next.

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Protecting
Your Assets

We know you have worked hard to grow your wealth. Take the right measures to help preserve it.

We know you have worked hard to grow your wealth. Take the right measures to help preserve it.