Oxford Harriman Cleveland Ohio Office, Beachwood
Dennis understands that wealth management is more than just the wide range of financial services and solutions you can access through Oxford Harriman & Company; it is how those services and solutions are developed and delivered in order to help you pursue your goals. That’s why he helps to oversee a customized approach to wealth management, built on a personal relationship and shaped by an understanding of your needs and aspirations.
Jim grew up in Lyndhurst, Ohio in a loving family where his educator parents instilled in him from an early age the importance of education and hard work on his path to success. As a result, Jim is defined by his strong work ethic which prompted him to pursue business endeavors at the age of eight by selling pussy willows on the corner and later delivering the Sun News, Cleveland Press and Plain Dealer within his neighborhood.
Tom is a Managing Director and Partner with Oxford Harriman, and a member of the firm’s investment committee. Prior to joining Oxford Harriman, Tom was a Senior Vice President for Well Fargo Advisors in Pepper Pike, Ohio. Tom is a third-generation financial advisor, as both his father and grandfathers worked as stockbrokers for over fifty years, and eventually owned and operated a broker dealer. Tom takes great interest in benchmarking famous investors who pioneered strategic value investing.
Kery Hutner is a Partner & Managing Director Oxford Harriman & Company, as well as a member of the practice’s investment policy committee. Kery provides an investment planning process for high-net-worth individuals and corporations utilizing unique strategies tailored towards their specific goals, needs, and objectives. Kery understands that being a trusted advisor is an honor and has extensive experience guiding clients through life’s constant changes.
Eric possesses extensive experience working with corporate executives, entrepreneurs, & high net worth families to help grow their wealth and achieve their financial goals. Eric values integrity, objective advice, and making a firm commitment to his client’s best interests. He feels strongly that an advisor must bring value from an investment perspective and put the client’s needs and goals first in the relationship.
Brian partners with high-net-worth individuals, families, and corporations to help identify goals and select and implement appropriate investment strategies that are specific to client needs and circumstances. He provides advice and manages assets to help and sustain wealth, using investment strategies commensurate with each client’s goals and tolerance for risk.
For over 25 years Millie has helped clients address their financial concerns and develop strategies by focusing on each client’s specific needs. With extensive industry experience and experience through several full market cycles, Millie has dedicated her career to delivering the personalized investment planning services her clients deserve.
Jack grew up in Chesterland, Ohio where he has always had a passion for business and helping other people. When Jack was ten years old, he started his own landscaping company, Makee Landscaping. Jack successfully managed the company for eight years and developed relationships with many people in my community. Through Makee Landscaping, he discovered how to lead a team, grow a business, and most importantly, always keep his clients happy.
Cleveland Ohio Office, Beachwood
Oxford Harriman & Company is built on the concept of a strategic relationship between practice and client — one designed to help investors accumulate, preserve and transfer wealth through a collaborative and strategic approach. Not just wealth management…non-discriminatory wealth management.
Our private wealth management clients are selected based on the unique financial needs of their families, as opposed to specific targets for net worth. Many firms require private wealth management relationships to include only those families with a minimum net worth of $5,000,000 to $25,000,000.
Not at Oxford Harriman & Company.
A Collaborative Decision
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” for individuals and families who feel they require this type of service.
Our consultative approach to each relationship begins with understanding your unique financial needs, including your goals and tolerance for risk.
The Three Core Areas of Wealth Management
Each private wealth management relationship includes a strategic focus in the three core areas that define the progression of most investor’s financial lives:
- Wealth Accumulation
- Wealth Conservation
- Wealth Transfer
More focused initiatives include risk and investment management and liquidity planning through alternative investments, charitable giving, access to banking through Wells Fargo Affiliates and corporate executive services.