Oxford Harriman New Jersey Office, Woodcliff Lake NJ
New Jersey Leadership
Mr. Cometa presently serves as Managing Director & Partner of Oxford Harriman & Company, as well as serving as a member of the company's investment policy committee. After a career as a special education teacher in Nanuet, New York and the New York City Public Schools, Tom decided to embark on a new career path and joined Morgan Stanley in New York City as a financial advisor in 2000.
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.
New Jersey Office, Woodcliff Lake NJ
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.
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.
Our highly specific trading strategy compliments core portfolios customized to each individual. We draw on an impressive array of professional experiences and expertise when addressing your investment planning needs.
Our goals are to provide institutional type investing to the retail client by offering:
- Pension Style Asset Management
- Private Equity investments
- Asset Preservation and Tax Planning Strategies
- All types of corporate and individual Retirement account management
- Personal Charitable Foundations
- Insurance Planning
- Tax advantaged concentrated stock position management
- Tax advantaged investment strategies
- Equity option trading
- Corporate stock plans
This information is made available with the understanding the Wells Fargo Advisors Financial Network and its affiliates are not engaged in rendering legal, accounting or tax advice.