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Website Terms of Use

By accessing and using our web site, you signify that you have read, understand, and agree to be bound by the terms stated in the terms stated below.

Oppenheimer Management Consulting Associates (OMCA) Disclosure

OMCA does not intend to provide investment advice through this site. This website should not be construed as a solicitation or offer, or recommendation to acquire or dispose of any investment or to engage in any other transaction.
Hamilton 'Tony' Oppenheimer is neither an attorney nor an accountant. Neither Hamilton 'Tony' Oppenheimer nor OMCA provide legal or accounting advice.

Information throughout this site is obtained from sources, which we believe to be reliable, but we do not warrant or guarantee the timeliness or accuracy of this information. Nothing on this website should be interpreted to state or imply that past results are an indication of future performance. There are no warranties, expressed or implied, as to accuracy, completeness, or results obtained from any information posted on this or any "linked" website.

The information made available through this site is provided for informational purposes only and should not be construed as rendering financial, tax, accounting, legal, consulting, investment or other professional advice on any matter. Your use of the site does not create a client, advisory, fiduciary or professional services relationship between you and OMCA.

IRS Circular 230 Disclosure

To comply with requirements imposed by the Department of the Treasury, we inform you that any U.S. tax advice contained in this communication (including any attachments) is not intended or written by the practitioner to be used, and that it cannot be used by any taxpayer, for the purpose of (i) avoiding penalties that may be imposed on the taxpayer, or (ii) supporting the promotion or marketing of any transactions or matters addressed herein.

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Our Commitment to You
 
Protecting your privacy is fundamental to the way OMCA conducts business. We work on a personalized approach to meeting your needs, and we work hard every day to ensure that you receive an exceptional level of service. Although privacy regulations require financial and related institutions to inform you of their practices regarding the collection and use of your personal or business information, keeping client information confidential is nothing new to OMCA. We have always known that privacy is important to you and consider information and data that we receive about you to be private and confidential while striving to maintain high standards in the safekeeping and use of your personal information.

Information About Our Privacy Disclosure
 


This privacy policy explains the types of information we collect from you, and how we may use or disclose that information. Additionally, this privacy policy serves as a standard for all OMCA employees for the collection, use, retention, and security of nonpublic personal information.

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    Tony's real life experience and business involvement with family wealth issues bring together a unique skill set. His insights and style leave his audience well-connected and motivated. For the first time, many feel that they are not alone and there are solutions to their problems.

    Stephen T. Mellinger
    Senior Vice President of Marketing & Development
    Sagemark Consulting
    A member of Lincoln Financial Group

DISCLAIMER: All parties acknowledge that Hamilton Oppenheimer is not an attorney, or a CPA and that none of the services provided by Oppenheimer Management Consulting Associates hereunder shall constitute the practice of law. Hamilton Oppenheimer advises his clients to retain a personal attorney for any legal advice.

Contact Us

Santa Barbara
1011 Rinconada Road #G
Santa Barbara, CA 93101

Telephone: 
213-804-4404
816-721-4118

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