Wealth is the ability to fully experience your life. - Henry David Thoreau

OP Elite Integrated Wealth team photo (Left to right: Kristin, Doug, Stephanie, Michael)

Personalized Planning for Your Wealth Management Needs

Your financial goals, aspirations and investment needs are just that – yours. And your financial plan should reflect that. So rather than ask you to settle for an off-the-shelf investment program, we’re here to provide you with personalized financial planning based on your goals, your time frame and your particular tolerance for risk.

We can provide you with just the right combination of financial services, support and guidance that makes the most sense for you. We’ll also be there to help you each step of the way in the pursuit of your personal financial goals.

COMPREHENSIVE PLANNING

There’s more to your financial life than just investments. Comprehensive planning encompasses an in-depth review and analysis of all aspects of your financial life – to help you see the big picture and enable us to personalize a plan for addressing every detail.

Education Planning

Cross-Border Services

Financial Planning

Investment Strategies

Longevity Planning

Get to know Our Team

Doug Pinder
Doug Pinder
Senior Wealth Advisor
Stephanie Ferri.
Stephanie Ferri
Associate Wealth Advisor
Kristin Thankachen
Kristin Thankachen
Associate Wealth Advisor

STRUCTURED Process

Gaining a good understanding of who you are and what you want to accomplish greatly aids us in designing, implementing and managing a plan that precisely fits your life.

ANALYTICAL Insights

We apply our analytical capabilities to help us manage market risk, identify investment opportunities, allocate assets, and build and balance portfolios.

PERSONALIZED guidance

We are well-versed in addressing individual needs, and applying our specialized knowledge to the financial matters and issues specific to you.
Wealth is the ability to fully experience your life.
Henry David Thoreau

Information & insight

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Watch our latest Client Insights webinar.
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Watch our latest Client Insights webinar.
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As we head into the home stretch of 2024, we seem to be in a good environment for equities.
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