Shank Wealth Management

Oppenheimer & Company is a full-service investment bank that offers financial advisory services for individuals, families, corporate executives, businesses and institutions. Established in 1881, the company is a wholly owned subsidiary of Oppenheimer Holdings, which provides estate settlement, custody, cash management, escrow and guardianship services through Oppenheimer Trust Company. Oppenheimer Holding s subsidiary, Oppenheimer Asset Management, offers investment management services for mutual and hedge funds. It provides several investment options, such as fixed-income securities, equities and exchange-traded funds. Oppenheimer Holdings additionally owns and operates Oppenheimer Life Agencies. The company provides online information about equity and debt capital markets, as well as wealth planning services.

Tudor, Pickering, Holt & Company is an integrated energy investment and merchant banking boutique that provides high-quality advice and services to institutional and corporate clients. It offers securities and investment banking services to the energy sector. The company is comprised of more than 60 employees. Tudor, Pickering, Holt & Company has an investment banking team that consists of over 20 energy investment banking professionals. It operates an acquisition and divestiture department that is optimizes asset divestiture results for its clients. The firm also offers private investment, research, sales, trading and corporate services. Tudor, Pickering, Holt & Company has operations throughout Texas.