Hassan Oldham Group

Personalized wealth strategy for complex lives.

Over 25 years serving entrepreneurs, corporate executives, medical professionals and their multigenerational families accross the United States.

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Keeping your family ahead of the game with a forward thinking tax strategy.

In collaboration with attorneys and other certified professionals.

Comprehensive and personalized to meet your family's needs.

Family meetings to prepare the next generation for effective wealth planning.

Managing Director | Family Wealth Advisor

Director | Family Wealth Advisor

Assistant Vice President | Financial Planner

Assistant Vice President | Senior Client Specialist

Client Specialist