Comprehensive Wealth and Investment Strategies for Healthcare Professionals

The Perkins Tunitsky Group of Oppenheimer & Co. Inc., focuses on guiding physicians, practice owners, and healthcare leaders through opportunities and challenges with confidence, integrity, and objectivity. Our team delivers a full spectrum of services — from strategic investments and capital raising to personalized wealth management — all designed to grow your wealth, safeguard your assets, and prepare your family for the future.

Our mission is to simplify the financial complexities of your life so you can focus on what matters most: your patients, your practice, and your family.

Wealth Management Strategies

Cohesive strategies centered on your goals and life events

Continuity and long-term perspective for your family

Direct indexing, tax-loss harvesting, and customized accounts

Private credit, hedge funds for qualified investors, and other sophisticated vehicles

401(k), IRA, Roth IRA, and SEP IRA strategies

Entity structure, succession, and liquidity events

529 plans and multigenerational strategies

Wills, trusts, POAs, and charitable integration

Cash balance and pension plans for high-income earners

Guidance from trusted Medicare advisors

Life and disability insurance strategies

Healthcare-Focused Financial Strategies

Healthcare Investment Banking

  • Buy- and sell-side advisory
  • Equity and debt offerings for public and private firms
  • Coverage across life sciences, healthcare services, value-based care, health tech, and med tech
  • Proven track record: Advised on 300+ M&A deals totaling $13B in value*
  • Expertise of 12 Investment Banker

Healthcare Equity Research

  • Sector coverage: healthcare services, health IT, medical devices, biotechnology, biopharma
  • Company-specific reports and sector overviews to highlight trends and risks
  • Expertise of 7 Equity Healthcare Analyst

Why Healthcare Professionals Choose Us

The Perkins Tunitsky Group of Oppenheimer & Co. Inc. delivers tailored financial and investment strategies for healthcare professionals, practice owners, and investors. Our team combines deep sector expertise with decades of experience addressing the unique financial challenges physicians face, including high early-career income, practice ownership, and complex compensation structures.

  • Coordinated, holistic approach across wealth management services, investment banking, and equity research
  • Early access to proprietary research and specialized investment opportunities
  • Customized strategies to grow, protect, and transition wealth throughout your career and beyond

*Includes certain transactions completed prior to Oppenheimer’s acquisition in January 2008 of some of CIBC World Markets’ investment banking and capital markets businesses in the U.S., Israel, Europe, and Asia.


This material is not a recommendation as defined in Regulation Best Interest adopted by the Securities and Exchange Commission. It is provided to you after you have received Form CRS, Regulation Best Interest disclosure and other materials.

Oppenheimer Asset Management Inc. (OAM) and the Oppenheimer Trust Company of Delaware are wholly owned subsidiaries of Oppenheimer Holdings Inc., which also wholly owns Oppenheimer & Co. Inc. (Oppenheimer), a registered broker/dealer and investment adviser. Securities are offered through Oppenheimer.

Alternative investments, such as Hedge Funds and Fund of Funds, are made available only to qualified investors and involve varying degrees of risk, including the possible loss of principal invested.

Oppenheimer does not offer Medical Advice. Neither Oppenheimer, OAM nor the Oppenheimer Trust Company of Delaware provide legal or tax advice. However, your Oppenheimer Financial Professional will work with clients, their attorneys and their tax professionals to help ensure all of their needs are met and properly executed

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