Wealth Partners
The Tabachnick Oskin Group

"Our team offers a boutique personalized experience while leveraging the resources of J.P. Morgan, a global financial institution."
About The Tabachnick Oskin Group

Welcome

The Tabachnick Oskin Group provides tailored wealth management and investment advisory guidance to affluent individuals and families across the country. Our team offers a boutique personalized experience while leveraging the resources of J.P. Morgan, a global financial institution. With exceptional client-focused service, we tailor investment strategies to help meet each client's goals while minimizing the risk necessary to pursue those goals. Our approach to investing incorporates best practices from the world of institutional portfolio management (asset allocation, manager selection and risk management), while our long-term strategic discipline provides a framework for investment success.
To attain our mission, every member of The Tabachnick Oskin Group serves our clients with integrity and distinction. Clients have direct access to each member of the team, who can provide tailored wealth management strategies and ensure exceptional, personalized service. Throughout the ongoing process of working with clients and managing their assets, we are supported by a team of professionals who focus on estate planning, advisory consulting services, banking, lending, tax planning and sophisticated executive investment strategies.

Meet Our Team

Insights

Investing

2023 report card: Portfolios show resilience amidst bank struggles

April 5, 2023Markets are powering through turmoil, but is a recession looming? Find out what we got right, what we missed and what the rest of the year might have in store for investors. Read Now
Investing

Eye on the Market Annual Energy Paper: Growing pains: The Renewable transition in adolescence

April 2, 2023We invite you to explore the 13th Annual Eye on the Market Energy Paper: "Growing Pains: The Renewable Transition in Adolescence" by Michael Cembalest.Read Now
Investing

Quick shot: Resilience, despite new risks

April 2, 2023The first quarter of 2023 is in the books. If you only looked at how markets performed at the index level, you might think that not much happened.Read Now
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