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Why clients join our company

why people join oxford harriman

Most people who meet with us do so for the following reasons:
They have no clear strategic direction towards meaningful investment planning and wealth management, and no direction involving a methodology.

Why Clients Join Our Practice?

  • Our practice is focused around a dynamic wealth management process for highly successful private clients and institutions
  • Our commitment to long-term relationships
  • Our significant industry experience and exceptional credentials
  • Our comprehensive capabilities
  • Our relationship with Wells Fargo Advisors Financial Network

What Common Objectives Do Our Clients Share?

  • Simplify and organize financial affairs
  • Clearly define unique financial needs and investment objectives
  • Define and understand risk
  • Manage and diversify risk
  • Invest efficiently in terms of risk
  • Minimize investment, income, and estate taxes
  • Define and plan for transfer of wealth and charitable intentions

Who Makes Up Our Client Base?

Our clients consist of the following:

  • Retail and High Net Worth Individuals and families
  • Investment advisors and asset managers
  • Family Endowments/Foundations
  • Public & private companies
  • Pension plans
  • 401(k) plans

Wells Fargo Advisors Financial Network is not a legal or tax advisor.

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