Twin Palms Private Client Group of Oppenheimer / Financial Advisor in Sarasota, Florida

The Twin Palms Private Client Group of Oppenheimer & Co. Inc. brings expertise in Wealth Planning together with the extensive Portfolio Management and institutional capabilities of Oppenheimer & Co. Inc. Our office is located in Downtown Sarasota with close proximity to Lido Key, Longboat Key, Siesta Key, Anna Maria, Osprey, Bradenton and Lakewood Ranch.

Our process all starts with a comprehensive wealth plan to truly understand our clients' unique financial situation. We begin by gathering all relevant information regarding your goals, concerns, assets and estate plan. We then conduct a thorough analysis into your current status and provide a detailed plan of action to help you address your goals, including strategic allocation, savings rates, debt repayment, retirement income, charitable giving strategies, and wealth transfer. Once a plan of action has been agreed upon we work with you and your professional advisors every step of the way.

We utilize an active approach to investment management including individual stocks, bonds, ETFs, structured products and alternative investments to cater to our clients’ individual needs.

Specialties

401K Consulting 401k Rollover 403B Plans Advisory And Investment Management Alternative Investments Annuities & Life Insurance Asset Protection Business Planning Certified Financial Planner CFP ® Charitable Planning College Planning Comprehensive Financial Planning Corporate Bonds Disability Income & Long Term Care Insurance Divorce Planning Estate Planning ETFs Family Financial Planning Fiduciary Financial Planning Financial Planning Advice And Services Income Tax Planning Investment Consulting Investment Management Investment Services IRA Legacy Planning Middle Income Mutual Funds Passive Investment Strategies Private Equity Professional Wealth Management Registered Investment Advisor Retirement Distribution Plan Retirement Income Planning Retirement Planning Rollover Of 401k Or IRA Socially Responsible Investments Special Needs Planning Stocks Trust Services Wealth Management Young Investors