Our Services

Oxford Harriman and Our Clients...

A Strategic Partnership With Our Clients

Oxford Harriman & Company is built on the concept of a strategic partnership between firm 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.

oxford harriman wealth management services

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 Managment

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.

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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 AgencyMay Lose ValueNot 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.