Irene Louie 222 Haddon Avenue, Haddon Township, NJ 08108

Welcome to Irene Louie, a dedicated father-daughter wealth management team located at 222 Haddon Avenue, Haddon Township, New Jersey. Situated conveniently across from the Westmont PATCO train station and just 15 minutes from downtown Philadelphia, we are here to guide you on your financial journey.

At Irene Louie, we specialize in providing comprehensive financial and investment advice tailored to small business owners, families, and high net worth individuals. Our mission is to educate and collaborate with our clients, employing both active and passive investment strategies to build a diversified portfolio that aims to maximize returns while effectively managing risk.

Our approach integrates a wide range of financial planning aspects, including financial statement preparation and analysis, insurance planning, employee benefits, investment planning, income tax planning, retirement planning, and estate planning. This thorough methodology helps us construct investment portfolios that align with your unique goals and objectives.

We are proud to be a part of Oppenheimer Asset Management Inc., with securities offered through Oppenheimer & Co. Inc., a registered broker/dealer and investment adviser. Please note that any information regarding securities or financial products is intended for residents of states where our advisors are licensed and should not be considered a solicitation elsewhere.

Our team, along with Oppenheimer professionals, works closely with clients, their attorneys, and tax professionals to ensure all financial needs are met with precision. Certain services may be provided by third-party affiliates, and Oppenheimer may receive fees or commissions through these partnerships.

Discover how we can help you achieve your financial goals with personalized strategies and expert guidance at Irene Louie. Visit us or contact our office to set up a consultation and begin your journey towards financial success.