Oxford Harriman & Company
About Us.
Clarity of thought for your financial future.
Oxford Harriman & Company is a practice designed to help investors accumulate, preserve and transfer wealth through a collaborative and strategic approach.
We offer a comprehensive approach to private wealth management that helps to chart a course based on focus, strategy and discipline.
Who We Are
Serving the financial and wealth management needs of a select group of clients, Oxford Harriman & Company has developed a practice based upon the premise of long-term investing to help achieve a secure financial future.
Clarity of Thought
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.
Dynamic Wealth Management
Our dynamic wealth management process is delivered to our clients with an unwavering focus on an investment philosophy that is consistent, disciplined, and focused on the decision-making process, rather than on short-term performance.
Our Qualifications
- Our team of professionals is highly-qualified to provide personalized wealth management services to its clients.
- We understand that wealth management is more than just the wide range of financial services and solutions you access; it is how those services and solutions are developed and delivered to help you in a manner that allows you to best pursue your goals.
- We take a customized approach to wealth management, built on personal relationships and shaped by an understanding of your needs and aspirations.
- To help manage your wealth, Oxford Harriman & Company calls upon the advisory and investment brokerage capabilities of Wells Fargo Advisors Financial Network—one of the world's largest financial services firms.
