Together we conduct an in depth-analysis of what is important to you and your family. We use this to create your unique plan then design a portfolio specific to you, taking into account your financial circumstances, risk tolerance and objectives.
Our goal is to:
» Create a personal financial plan.
Working with the Financial Planning Group of our affiliate Oppenheimer Asset Management, Inc., we will create a financial plan unique to you and your family, updated as your situation and goals change.
» Manage, preserve, and increase the assets you have accumulated.
We will create a customized portfolio which is in accordance with your time horizon and tolerance for risk while evaluating and keeping you informed of investment opportunities.
» Listen to you and make investment selections that address your specific needs.
Our reputation for integrity and service has been earned by understanding and advising individuals, families and businesses.
» Diversify your portfolio in keeping with established goals.
A diversified portfolio can insulate you from swings in certain sectors of the market. Such diversification can involve both equities and fixed income investments.
» Help you manage your IRA and retirement plan distributions.
We will emphasize preserving their tax-deferred status while protecting your wealth. This involves planning for distributions during your lifetime and structuring the most tax-efficient distribution after death.
