Oxford Harriman & Co. Rhinebeck, New York Office
Philip Meltzer is a Managing Director & Partner for Oxford Harriman, in the Kingston, New York office. Prior to joining Oxford Harriman & Company, Philip was a co-founder and Partner of Meltzer & Hill Wealth Management, which became part of Oxford Harriman & Company in September 2023.
Edward Hill is a Managing Director & Partner for Oxford Harriman & Company in the Kingston, New York office. Prior to joining Oxford Harriman & Company, Ed was a co-founder and Partner of Meltzer & Hill Wealth Management, which became part of Oxford Harriman & Company in September of 2023.
Lizette is a Vice President and Managing Principal for Oxford Harriman & Company in the Kingston, New York office. Lizette has over thirty-three years of experience in the financial services industry. Prior to joining Oxford Harriman & Company, Lizette was a co-founder of Meltzer & Hill Wealth Advisory, which became part of Oxford Harriman & Company in September of 2023. She was instrumental in establishing their independent practice in 2013.
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.
CA Insurance License Number: 0145386. Resident State OH.
BY APPOINTMENT ONLY
6423 Montgomery Street
Rhinebeck, NY 12572
Helping People Make Smart Financial Decisions.
How you handle your money can make a difference.
Our goal is to help our clients clarify financial goals, identify risks, grow assets and reduce uncertainty.
- Financial Advice
- Investment Management
- Retirement Plans
Contact us to see how we can make a difference for you.
Things We Believe
At Oxford Harriman & Company, we work closely with you to develop strategies around wealth accumulation, risk management, liquidity & income planning, and wealth transfer. Our efforts are guided by the following beliefs:
We believe in relationships.
We engage clients on the basis of relationship, attitude and synergy, as opposed to net worth. We focus on the unique financial needs of our client’s families by adding value and helping to reduce stress through excellence in investment management and comprehensive planning.
We believe in independence.
We are beholden to no one but our clients, with no obligation to utilize any investment product from any specific institution. Our process involves finding, analyzing and recommending the best available products and strategies from the investment universe no matter their origin or ownership.
We believe in listening.
By having in depth conversations with our clients, we can identify their unique financial needs, understand their family’s values, and gauge their tolerance for risk.
We believe in educating.
Our clients understand their wealth management and planning strategies resulting from collaborative conversations about the customized investment strategies we present.
We believe in communicating.
We are proactive in thought leadership so our clients know exactly what we are thinking, planning, and doing, and why. Additionally, it is critical to us that we understand your needs and concerns. Therefore, we always engage in open dialogue.
We believe in coordination.
We will work closely with your tax, legal, and insurance advisors, as well as other family/business consultants to craft efficient and effective plans. We will also help source any additional resources needed such as lending, charitable giving, and fiduciary & estate services.
Wells Fargo Advisors Financial Network is not a legal or tax advisor.