We offer corporations, high-net-worth individuals and families a full range of wealth management services, including: 401(k) and corporate defined contribution plan management, foundations, estates, trusts, associations and stock planning for corporate executives.
In addition to recommending traditional and non-traditional investments, we leverage the full resources of Oppenheimer & Co. Inc. to offer insurance, corporate executive services and retirement and estate-planning advice, as well as the trust services offered through Oppenheimer Trust Company.
We will work directly with our clients’ tax and legal professionals in order to ensure all of their financial needs are covered. Our goal is to provide every client with personal attention, prompt communication and concierge-like service.
