Working with each client and his or her tax and legal advisors as well as other professionals in the Firm, Oppenheimer's Financial Advisors are able to create an integrated financial strategy, going beyond asset allocation to insurance, retirement strategies and wealth transfer. Just as our advisors never cease to learn, we immerse the client in an environment of ongoing financial education that helps them make more informed choices and live with them in peace of mind.
Throughout Oppenheimer's history, we have remained dedicated to helping high net worth clients to accumulate, preserve and pass their wealth to the next generation. We strive to build you a portfolio that is resilient enough to withstand changing investment climates – a portfolio with the strength to carry you wherever your life takes you.