TAKE A PEEK: Our Current Newsletter:
Thank you for taking the time to visit our web site. If this is your first visit, please take a few moments to look around. You’ll find a lot of pertinent and useful information. For clients, this is also an excellent launch point to access your account information.
Our primary role as Oppenheimer & Co. Inc. Financial Advisors is to build a professional relationship with you by listening to your objectives, expectations and concerns and crafting investment strategies designed to help you work towards achieving your financial goals. This strategy, adapted to your personal situation, will evolve over time as your life evolves and the financial markets change. In creating this strategy we draw upon the resources of an investment boutique with a tradition dating from the early nineteenth century.
At the heart of this tradition is integrity, hard work and personal service. Together we have over 45 years of experience offering investment advisory and wealth management services to a broad range of individuals, families and businesses. Because we understand that no two individuals or businesses are alike, our service begins by understanding your circumstances, then assisting you to choose from an array of customized solutions that we consider suitable for your needs, reassessing and rebalancing as circumstances warrant.
We invite you to take a moment to read our business story; Wealth Management – A Prudent Process. It explains who we are, what we do and how we work with our clients. More importantly, it describes how we differ from other financial advisors you may know.
Feel free to contact us so that we may speak about your financial future and the opportunities we might be able to provide.