The WealthPointe Group | Oppenheimer & Co. Inc.

401 BroadHollow Rd.
Suite 401
MelvilleNY11747

[email protected]

Who We Are

We help families, professionals and 401(k) plan trustees who need tailored solutions for retirement & legacy planning by offering comprehensive planning, tax efficient wealth management strategies and corporate retirement plan consulting in order to address your concerns while navigating many complex decisions helping guide you toward a secure and fulfilling retirement.

Personalized strategies to your financial needs

We are a team of Financial Advisors with more than six decades of combined investment experience. Working out of Oppenheimer’s Melville, NY office, we provide select clientele with a broad range of investment strategies and wealth management services, while committing to the highest standards of integrity, diligence and courtesy.

Our first goal is to get to know our clients - only then can we help define their needs and evaluate the challenges they may face. Building this relationship, we create personalized strategies that evolve as the markets or clients’ needs change. At all points, we focus on ongoing communication and sharing our decisions with clients, in order to give them confidence in the investment process.

Forbes Best-In-State Wealth Advisors 2022

Awards and Recognition

Forbes Best-In-State Wealth Advisors 2021, 2022 & 2025

Oppenheimer is pleased to congratulate Dan Tacktill, Senior Director - Investments, on being named to Forbes’ 2021, 2022 & 2025 list of America's Top Wealth Advisors.

2021, 2022, & 2024 NAPA Top Defined Contribution Advisor Teams

Oppenheimer is pleased to congratulate The Stanger Tacktill Group for being named one of The National Association of Plan Advisors (NAPA) 2021, 2022, & 2024 Top Defined Contribution Advisor Teams.

InvestmentNews Hot List

Oppenheimer is pleased to congratulate Laurence Stanger, Executive Director - Investments, on being named to InvestmentNews 2023 Hot List of 100 movers and shakers whose contributions have helped shape the wealth industry over the past 12 months.

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Learn More About Forbes Best In State

Dan Tacktill Receives Recognition from LIBN and 401(k) Specialist

Dan Tacktill, Senior Director - Investments received the Long Island Business News’ (LIBN) Business and Finance Award. This honor is for his outstanding performance and for acting as a steward for Long Island’s corporations, government, and nonprofit organizations. Read more about Dan’s career, and the numerous awards he has received for his work in the latest edition of LIBN.

In September, 401(k) Specialist, the only website, magazine and e-newsletters dedicated exclusively to helping financial advisors ensure a secure retirement for hardworking Americans through the 401(k), named Dan Tacktill as the ‘Top Advisor by Participant Outcomes’ (TAPO). The 401(k) Specialist editorial team selects a 401(k) advisor who proves their knowledge, innovation, and exceptional achievements specifically in the area of participant outcomes.
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Additional Team Support

Through the Oppenheimer Private Client Division and Oppenheimer Asset Management (OAM), The Stanger Tacktill Group has access to customized investment advice and investment management.

Jeremy Deleski

Managing Director, Head of Retirement Services
Hunt Worth

President, Oppenheimer Trust Company of Delaware
Joann Barrett

President of Oppenheimer Life Agency, Ltd. Insurance and Annuities

Mike Tynan

Head of Financial Planning
Anusha Rodriguez

Managing Director, Head of Oppenheimer Asset Management's Consulting Group
Matt Murphy

Senior Director, Oppenheimer Asset Management