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Who We Are

Our mission is to help our clients make smart investment and financial decisions through strong professional relationships paired with integrity, trust and personalized service. We achieve this mission by offering broad, comprehensive advisory services to prioritize and help attain life goals.

The Natelli Private Client Group’s intention is to service our clients by organizing their financial affairs, efficiently and effectively. We seek to preserve capital and pursue risk-adjusted returns that align with financial objectives.

Most importantly, we seek to provide our clients with financial freedom. We believe with responsible decisions, reasonable expectations, and attentive counseling each client may achieve their financial life goals. We want to extend our family business to you and yours.

Oppenheimer Fast Facts
Integrated, Tailored Financial Strategies

Why Oppenheimer

Oppenheimer & Co. Inc. (“Oppenheimer”) is a leading investment bank and full-service wealth-management Firm that provides financial services and advice to high-net-worth investors, individuals, businesses and institutions.

For over 140 years, we have provided investors with the necessary expertise and insight to meet the challenge of achieving their financial goals. Our commitment to our clients’ investment needs, our experienced and dedicated professionals, and our proud tradition empower us to deliver effective and innovative strategies to our clients. Oppenheimer’s goal is for its clients to understand their financial positions, have confidence in their investment decisions and feel optimistic about their futures.

 

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