Donald P Weidemann
Financial Advising
Why pick this one
Donald P. Weidemann provides holistic financial planning and investment and insurance strategies for high-net-worth individuals, families, executives, and businesses.
Best for
- High-net-worth individuals and families seeking investment and insurance strategies
- Corporate executives and businesses with complex financial issues
- Clients needing financial planning based on time horizon and risk tolerance
- Clients in Asheville seeking an Oppenheimer financial advisor
Look elsewhere if
- Clients seeking services unrelated to financial planning, investments, insurance, or wealth management
Specialties
- holistic financial planning
- investment strategy
- insurance strategy
- asset growth and protection
- high-net-worth wealth management
Certifications
- CFP®
- CRPS™
- Series 3
- Series 7
- Series 63
- Series 65
What makes them different
- Focuses on growing and protecting assets for high-net-worth individuals, families, corporate executives, and businesses
- Uses an in-depth discovery process covering each client's situation, time horizon, and risk tolerance
- Registered in 23 states, including North Carolina
- Holds the title Senior Director-Investments at Oppenheimer & Co. Inc.
- Can leverage Oppenheimer resources and leadership for complex financial issues
- Serves
- Asheville
Distilled from this business's own website.
Contact & Location
- Address
- 10 Brook St Ste 290, Asheville, NC 28803
- Phone
- +18282517894
- Website
- https://www.oppenheimer.com/advisor/nc/ashevill...
Services
- wealth management
- financial planning
- investment advisory
- insurance planning