Growing & Preserving Your Wealth on Your Terms

Carey Group teamThe Carey Group of Oppenheimer & Co. Inc. has over 100 years of combined wealth management experience helping our clients and their families build long-term financial security. Three members of our Group hold the Certified Financial Planner designation from the Certified Financial Planner Boards of Standards, Inc., one member holds the Certified Investment Management Analysis designation from the Investment & Wealth Institute, one member holds the Certified Private Wealth Advisor designation from the Investment & Wealth Institute and in addition one member holds the Accredited Investment Fiduciary designation from the Center for Fiduciary Studies.  Dave Carey was named a Forbes' 2020 "Best in State Wealth Advisor" and has over 35 years of experience himself. We strive to be a technical resource for our clients and stay on top of changes in the Financial Services industry.

Not only do we focus on the technical aspects of our work, we also love what we do!  We are passionate about providing you with objective advice, tailored specifically to your financial needs. Whether you are planning for a liquidity event, looking to grow your investment portfolio, or transitioning wealth to the next generation, we will help build and manage your financial plan so that you can focus on life, family, and the things that matter most to you.