The Sharpe Group | Oppenheimer & Co. Inc.

302 Carnegie Center
Suite 101
Princeton, NJ 08540

office. 609 734-8540

toll-free. 800 342-7838

fax. 609 734 8579

Lawrence.Rubinstein@opco.com

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Who We Are

The Sharpe Group of Oppenheimer & Co. Inc. offers a collaborative and personalized planning process to establish the foundation of your individualized financial strategy and aspirations. We specialize in serving high net worth families, individuals, and corporate entities by providing comprehensive wealth management services to achieve long-term financial success.

We are passionate about creating deep connections with our clients and grasping their fundamental wealth objectives. By merging our approach with Oppenheimer’s extensive resources, we craft tailored strategies for each unique relationship. Our team leverages our diverse set of skills to guide you in navigating both life and market changes when they arise. Through ongoing due diligence and performance reporting, we advocate for adjustments when necessary to propel portfolios toward your long-term goals.

Awards & Recognitions

The Sharpe Group

LAWRENCE RUBINSTEIN
2024, 2025 New Jersey Monthly Five-Star Wealth Manager 2018, 2019, 2021, 2022. 2023 & 2024 Best-In-State Wealth Advisors Forbes Shook Research 2017 Top 100 Branch Managers OnWallStreet
JUSTIN GELBMAN, CFP®
2022 Top 40 Regional Advisors Under 40 Financial Planning 2018, 2019 & 2021 Best-In-State Wealth Advisors Forbes Shook Research 2017, 2018, 2019, 2020, & 2021 Top 500 Next Generation Wealth Advisors Forbes Shook Research

^{The Regional Advisors Under 40 ranking is based on production only of those advisors who were nominated for inclusion to the OnWallStreet annual list.} ^{*The ranking is based on an algorithm of qualitative and quantitative data for rating thousands of individuals on revenue produced, assets under management, compliance records, and industry experience. Oppenheimer & Co. Inc. is not affi liated with Forbes or R.J. Shook Research.}

Summer Event at Transparent Clinch Gallery

Thank you to everyone who attended The Sharpe Group’s event at the Transparent Clinch Gallery in Asbury Park.

With the COVID-19 pandemic taking the world by storm for the past two years, we are thankful that our clients were able to join us for a remarkable evening. We could have not asked for a more extraordinary venue, gallery, and performance by Oppenheimer’s own, Exile on Broad Street.

_{John Stolzfus, vocals and guitar, Chief Market Strategist; Sam Mann, vocals and bass, Marketing; Diana Surr, vocals, Investment Banking; and Jack McGuire, drums, Legal.}

Recent Insights

Additional Team Members

The following specialists do not make securities recommendations. Please contact your Oppenheimer Financial Advisor if you have questions about how a specialist might be able to assist you.