"Our team offers a boutique personalized experience while leveraging the resources of J.P. Morgan, a global financial institution."
Wealth Partners
The Tabachnick Oskin Group
Wealth PartnersThe Tabachnick Oskin Group
"Our team offers a boutique personalized experience while leveraging the resources of J.P. Morgan, a global financial institution."
Awards and Industry Recognition
Forbes
Top Wealth Advisors Best-In-State
2025
About The Tabachnick Oskin Group
Meet our team
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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 and personalized experience while leveraging the resources of J.P. Morgan, a global financial institution.
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With exceptional client-focused service, we tailor investment strategies to help meet each client's goals while minimizing the risk necessary to pursue those objectives. 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.
We have found that educating families and fostering meaningful discussions about their wealth experience can help them translate their shared values into a mindset, mission and approach to managing their wealth. Our group helps prepare younger family members for the responsibilities ahead when they serve as stewards, beneficiaries and fiduciaries of their family's legacy.
The Tabachnick Oskin Group serves our clients with integrity and distinction. We provide direct access to each member of the team and deliver tailored wealth management strategies. Throughout the ongoing process of working with individuals 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
Markets and Economy
January jobs report shows 130,000 new jobs, slightly lower unemployment: What it signals for 2026
February 12, 2026The January jobs report offers an early read on the 2026 labor market. Learn what the latest employment data may signal for growth, inflation and interest rates.Read Now
Markets and Economy
What you need to know about the affordability debate
February 11, 2026Why does weak consumer sentiment diverge from market optimism – and what might policymakers do about it? Read our Global Investment Strategy team’s full report.Read Now
Markets and Economy
Software shock: AI’s broken logic
February 6, 2026Software rout sparks indiscriminate selling despite long-term artificial intelligence (AI) winners.Read Now
Markets and Economy
Fiscal fireworks: How debt is rewriting the rules for the US and Japan
January 30, 2026Rising government debt worries fuel weakness in traditional safe-havens but bolster gold’s powerful rally as investors search for the home of the next crisis.Read Now
Markets and Economy
Fed leaves rates unchanged to start 2026: Is a cut coming in March?
January 29, 2026The Federal Reserve held interest rates steady in January. Learn what investors can expect at the March meeting and how inflation and a shift in Fed leadership could affect rate decisions.Read Now
Investing
The new frontier: 3 themes driving alternatives in 2026
January 26, 2026Why we think alternatives are no longer optional.Read Now
Markets and Economy
Debunking the “Sell America” trade: Why Europe’s move could fall short
January 23, 2026Despite policy uncertainty, the United States remains a high-conviction investment opportunity.Read Now
Cybersecurity
3 cyber secure actions to add to your New Year’s resolutions
January 23, 2026New year, new emerging cybersecurity threats. These tips will help keep your digital presence under lock.Read Now
Retirement
Making the transition to retirement
January 21, 2026You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read NowMarkets and Economy
January jobs report shows 130,000 new jobs, slightly lower unemployment: What it signals for 2026
February 12, 2026The January jobs report offers an early read on the 2026 labor market. Learn what the latest employment data may signal for growth, inflation and interest rates.Read NowMarkets and Economy
What you need to know about the affordability debate
February 11, 2026Why does weak consumer sentiment diverge from market optimism – and what might policymakers do about it? Read our Global Investment Strategy team’s full report.Read NowMarkets and Economy
Software shock: AI’s broken logic
February 6, 2026Software rout sparks indiscriminate selling despite long-term artificial intelligence (AI) winners.Read NowMarkets and Economy
Fiscal fireworks: How debt is rewriting the rules for the US and Japan
January 30, 2026Rising government debt worries fuel weakness in traditional safe-havens but bolster gold’s powerful rally as investors search for the home of the next crisis.Read NowMarkets and Economy
Fed leaves rates unchanged to start 2026: Is a cut coming in March?
January 29, 2026The Federal Reserve held interest rates steady in January. Learn what investors can expect at the March meeting and how inflation and a shift in Fed leadership could affect rate decisions.Read NowInvesting
The new frontier: 3 themes driving alternatives in 2026
January 26, 2026Why we think alternatives are no longer optional.Read NowMarkets and Economy
Debunking the “Sell America” trade: Why Europe’s move could fall short
January 23, 2026Despite policy uncertainty, the United States remains a high-conviction investment opportunity.Read NowCybersecurity
3 cyber secure actions to add to your New Year’s resolutions
January 23, 2026New year, new emerging cybersecurity threats. These tips will help keep your digital presence under lock.Read NowRetirement
Making the transition to retirement
January 21, 2026You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.