Overview

Obermeyer Wood Investment Counsel

Information by Research Trustfinance

https://www.obermeyerwood.com/

Founded in 1982, Obermeyer Wood Investment Counsel is an employee-owned, independent Registered Investment Adviser (RIA) firm. They operate as a fiduciary, serving high-net-worth individuals, families, and nonprofit organizations with customized investment management, financial planning, and trust and estate services. The firm emphasizes a team-based approach and building long-term, multi-generational client relationships based on trust and personalized strategies.

Founded in
United States

United States


Industry

    Financial

  • Wealth ManagementPRIMARY
  • Other Service

HQ Location