The WelForte Private Client Group has four distinct unique lines of business. Team members consult to a variety of high net-worth individuals, professional athletes, retirees and corporate executives in order to address your financial goals and fiduciary responsibilities through a disciplined and well defined process of investment management and financial planning. The WelForte Private Client Group provides customized structured and dynamic client service within the context of a long-term professional and consultative relationship.
Through the Oppenheimer Private Client Division and Oppenheimer Asset Management (OAM), The WelFort Private Client Group has access to customized investment advice and investment management.
Chief Investment Strategist
Managing Director, Head of Financial Planning
President, Oppenheimer Asset Management
Head of Technical Analysis
