Welcome to The Twin Palms Private Client Group
The Twin Palms Private Client Group of Oppenheimer & Co. Inc. brings expertise in Wealth Planning together with the extensive Portfolio Management and institutional capabilities of Oppenheimer & Co. Inc. Our office is located in Downtown Sarasota with close proximity to Lido Key, Longboat Key, Siesta Key, Anna Maria, Osprey, Bradenton and Lakewood Ranch.
Our Wealth Planning Process
Our process all starts with a comprehensive wealth plan to truly understand our clients' unique financial situation. Our process begins by gathering all relevant information regarding your goals, concerns, assets and estate plan. We then conduct a thorough analysis into your current status and provide a detailed plan of action to help you address your goals, including strategic allocation, savings rates, debt repayment, retirement income, charitable giving strategies, and wealth transfer. Once a plan of action has been agreed upon we work with you and your professional advisors every step of the way.
We utilize an active approach to investment management including individual stocks, bonds, ETFs, structured products and alternative investments to cater to our clients’ individual needs.
Our services cover all areas of Wealth Management