Our Approach

 

1
Information Gathering
Your Financial Advisor will develop your plan through an understanding of your financial situation,
objectives, risk tolerance and other circumstances.

 

2
Analyzing and Recommending
We help you examine your specific requirements and objectives to determine what particular services
and investments are suitable for you.

 

3
Implementing
We guide you in applying the strategies in your plan by offering you access to the extensive resources
available through Oppenheimer.

 

4
Monitoring and Reviewing
We continuously monitor your plan, reviewing your investment objectives and adjusting your portfolio as necessary.