We have years of experience helping high net clients prepare for the unknown while meeting their financial goals. Ask us about:
As an independent financial services firm, we can access many different products so you can get the right products and services for you.
We use proven finance strategies designed to meet your risk tolerance and stand up against market volatility. And you can count on unbiased recommendations and impartial guidance based directly on your needs and goals.
Every successful financial strategy starts with an excellent client relationship. Our mission and values include exceeding our client’s every expectation. Contact us today to find out how we can suggest long- and short-term strategies that will help you realize your financial dreams.
Eduardo Orama, International Industrialist
Eduardo founded Orama Enterprises in 2012. He has over 10 years of experience in the financial business. His responsibilities include driving the overall management and strategy of OE, as well as spending significant time working directly with clients of the firm advising them on all aspects of their financial life.
Jennifer Abramovich, PHD
Jennifer has served as a CFO for 25 years for companies including Colovos Company, Republic Windows and Doors, United Service Companies, and High Sierra Sport Company, helping them eliminate losses and improving financial operations and reporting.
John Krol, CFP®, EA, ECA, CPWA®
John is a CERTIFIED FINANCIAL PLANNER™ and enrolled agent focused on helping individuals and families navigate significant life changes. He’s helped clients navigate complex topics like stock options, starting a business, and tax planning issues.
Tiffini Parker, CPA
Tiffini is a Certified Public Accountant who has over 10 years of experience servicing high net worth individuals and their corporations. Before joining Orama Enterprises she worked at Deloitte, Gresham Partners and PwC where she specialized in tax compliance, planning, and consulting services for individuals, trusts, and estates.
Please reach us at info@oramaenterprises.com if you cannot find an answer to your question.ir
We will work with you to help you establish the right balance of risk to reward for your investments.
Our service is aimed at the broader banking, investment and wealth management industry. However, any individual or company that operates or caters to the private banking industry can subscribe to the service.
Yes, Business insurance is an important part of planning your estate and protecting your legacy.
Reach out with any questions or to set up a meeting to discover the best path to your financial freedom!
North Carolina, 101 N. Tryon St., Suite 112 and 6000, Charlotte, North Carolina 28202, United States
Monday - Friday: 6am - 10pm
Saturday: By appointment
Sunday: Closed
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