Bloomfield Hills, MI 40950 Woodward Ave Office
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Oxford Harriman Private Wealth Management
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Firm-wide stats for Oxford Harriman Private Wealth Management
About
Oxford Harriman Private Wealth Management is an SEC-registered advisory firm that states it serves individuals, high‑net‑worth clients, trusts, estates, pension plans, and business entities. Its brochure describes a range of services including asset and comprehensive portfolio management, standalone financial planning and consulting, retirement plan consulting, and referrals to third‑party money managers.
The firm’s materials describe a tailored, multi‑asset investment approach that may include individual stocks, bonds, ETFs, mutual funds, options, alternative investments and private placements, with continuous monitoring and rebalancing. It also explains use of third‑party managers and model portfolios (including affiliate‑created models), and reliance on custodial and platform services such as Schwab, Wells Fargo and Betterment for execution, custody and retirement plan administration.
Several features cited in the brochure are uncommon for firms in this regulatory category: OHCPWM sponsors wrap fee programs through multiple custodians, discloses affiliations with an insurance agency and an affiliated tax preparation business, and offers financial planning billed on hourly and flat‑fee bases as well as the ability to select or refer other advisers. The brochure also notes the firm’s use of affiliate models and co‑adviser arrangements, and that it currently reports no regulatory assets under management and does not act as a private fund adviser.
Expertise
Location
40950 Woodward Ave, Suite 200
Bloomfield Hills MI 48304
Advisors at this office
3
Advisors at this office
Jeremy K
CFP®, Series 66
Bloomfield Hills, MI
Oxford Harriman Private Wealth Management
Jeremy Kaplan is a CFP®-certified financial advisor with two years of industry experience, currently associated with Oxford Harriman Private Wealth Management in Bloomfield Hills, MI. His prior roles include positions at Lincoln Investment and Thurston Springer Financial. Outside of advisory work, he has provided consulting services to an e-commerce company focused on product initiatives. Oxford Harriman Private Wealth Management serves individuals, high-net-worth clients, trusts, estates, pension plans, and business entities. The firm employs a tailored, multi-asset investment approach that includes a variety of securities and alternative investments, utilizing third-party managers and platform services for execution and custody.
Jeffrey K
CFP®, Series 63, Series 65
Bloomfield Hills, MI
Oxford Harriman Private Wealth Management
Jeffrey Kaplan is a CFP® professional with 25 years of experience in the financial services industry. He is currently with Oxford Harriman Private Wealth Management and has previously worked at Lincoln Investment and Thurston Springer Financial. Kaplan is also involved in estate planning through a family LLC and serves as a trustee on various matters. Oxford Harriman Private Wealth Management is an SEC-registered firm that serves individuals, high-net-worth clients, trusts, estates, pension plans, and business entities. The firm uses a tailored, multi-asset investment approach with continuous monitoring, offering a range of services from asset management to financial planning and retirement consulting.
Scott G
Series 63, Series 65
Bloomfield Hills, MI
Oxford Harriman Private Wealth Management
Scott Goldberg is a financial advisor at Oxford Harriman Private Wealth Management with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Equity Planning Group, Inc. for 26 years. In addition to his advisory role, he is independently licensed as a mortgage loan officer. Oxford Harriman Private Wealth Management serves individuals, high-net-worth clients, trusts, estates, pension plans, and business entities. The firm offers a tailored, multi-asset investment approach, comprehensive portfolio management, financial planning, and consulting services, utilizing third-party managers and custodial platforms for execution and administration.
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