At The Perkins Tunitsky 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.
Services
Our Process
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.
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.
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.
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.