Services

We help retirees, high net-worth individuals, multiple generations of families, and businesses who need comprehensive planning by offering wealth management expertise and wealth planning services, including design, implementation and management in order to help stay in sync with your goals at every stage of your life.

The Seremetis Scherer Group listens to your personal goals and works with you to develop a suitable lifetime plan. We continue working together to stay focused on your plan, making updates as life changes occur. We emphasize the importance of maintaining a disciplined approach to realizing your dreams, and stress a long-term approach to investing based upon your specific financial needs, goals, and risk tolerances. At all times we strive to provide an exemplary level of service and customized advice.

Our most deeply held principal at Oppenheimer is that clients come first, and our team is proud to be a part of that tradition. Let us put our resources to work for you, and assist you and your family to pursue financial goals.