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The Offices of Oxford Harriman & Company
Cleveland
Manhattan
Sarasota
Midtown
New Jersey
Detroit
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.
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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 (AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NH, NJ, NM, NV, NY, OH, OK, 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 (AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, 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 Agency | May Lose Value | Not a Deposit of or Guarantee by a Bank or Any Bank Affiliate |
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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.