Why Clients Join Our Practice

We're here for those seeking a clear, strategic direction towards planning and wealth management

why clients join Oxford Harriman and company

What Is Your Reason For Visiting This Page?

Most people who meet with us do so for the following reasons:

They have no clear strategic direction towards meaningful financial planning and wealth management, and no direction involving a methodology

Why Do 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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ANY QUESTIONS?

Unsure about your direction or methodology for meaningful investment planning and wealth management? Contact us and one of our experts can help provide clarity of thought.

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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.