Oxford Harriman Wyomissing, Pennsylvania
Ohio
Wyomissing
Office
Oxford Harriman’s Wyomissing office is located at 1200 Broadcasting Road, Suite 103, in Wyomissing, Pennsylvania.
Robert Wert
President
Claudia Wert
Vice President, Financial Advisor
Teresa West
Director of Operations
Michelle Boyle
Client Service Associate
What clients know to expect from Oxford Harriman...
At Oxford Harriman & Company, we focus on serving the financial and wealth management needs of a select group of clients.
A Strategic
Relationship
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 practices 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.
A Focus on
Three Core Areas
Each private wealth management relationship includes a strategic focus in the three core areas that define the progression of most investor's financial lives:
1. Wealth Accumulation
2. Wealth Conservation
3. 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.
