Oxford Harriman & Company

We offer a comprehensive approach to private wealth management that helps to chart a course based on focus, strategy and discipline.

Clarity of Thought for Your Financial Future

Following the guiding principal of "clarity of thought" in strategic planning, risk management and asset management, we are dedicated to helping families identify their unique financial circumstances and objectives, then creating specific strategies designed to help fulfill their needs and goals.

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The Offices of Oxford Harriman & Company

Oxford Harriman Cleveland OH

Cleveland, Ohio

Oxford Harriman New York NY

New York City

Oxford Harriman sarasota fl

Sarasota, Florida

Our Process for Dynamic Wealth Managment

Advanced Services

We are capable of implementing dynamic wealth management strategies once only available to the “ultra-wealthy” for both individuals and families.

Clear Mission & Vision

Our mission is to create and implement a dynamic wealth management process that is consistent, disciplined, and focused on the decision-making process.

True Client Focus

Find out why our clients seek a practice focused on their unique wealth management needs, and how this helps to define their financial and investment objectives.

Philosophy

We believe the decision to use sophisticated wealth management strategies should be a collaborative decision between client and advisor. As a result, we are capable of implementing strategies once only available to the “ultra-wealthy.” Our private wealth management clients are selected based on the unique financial needs of their families, as opposed to specific net worth.

 

Why Us?

Most of our clients first meet with us because they have no clear strategic direction towards meaningful financial planning and wealth management.

They then join us once they see how our practice is focused around a dynamic wealth management process for highly successful private clients and institutions with a commitment to long-term relationships.

 

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ANY QUESTIONS?

Unsure about your direction or methodology for meaningful financial planning and wealth management? Contact us and one of our experts can help provide clarity of thought.

This information is intended for use only by residents of (AZ, CA, DC, FL, IN, MI, MN, MT, NC, NM, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI, WV). Securities-related services may not be provided to individuals residing in any state not listed above.Please consult with the FA as s/he may not be registered in all states. Insurance-related services may not be provided to individuals residing in any states other than (AZ, CA, DC, FL, IN, MI, MN, MT, NC, NM, NY, OH, OR, PA, SC, TN, TX, VA, WA, WI, WV).

Investment and insurance products:Investment and insurance products:Investment and insurance products:
Not insured by FDIC or any Federal Government AgencyMay Lose ValueNot a Deposit of or Guarantee by a Bank or Any Bank Affiliate

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo. Oxford Harriman & Company is a separate entity from WFAFN.

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