"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
Family Legacy
Redefining family wealth as well-being
October 29, 2025Jay Hughes, author of multiple books on family wealth, talks about what wealth means to him and how high-net-worth families can ensure their wealth flourishes for many generations.Read Now
Markets and Economy
J.P. Morgan’s 2026 Long Term Capital Market Assumptions: Navigating change, finding opportunity
October 28, 2025J.P. Morgan’s Long Term Capital Market Assumptions (LTCMAs), now in its 30th year, provides a forward-looking framework to help you navigate these changes.Read Now
Cybersecurity
Your house may be spying on you. Save yourself.
October 27, 2025All the smart devices embedded in our homes can put us at risk. Discover how to secure your IoT devices, and what you can do to protect yourself.Read Now
Markets and Economy
30 years of foresight: The 2026 J.P. Morgan Long-Term Capital Market Assumptions in focus
October 24, 2025Three decades of perspective, applied to today’s most pressing investment questions.Read Now
Wealth Planning
Beware the wash sale rule
October 23, 2025Tax-loss harvesting can help you offset capital gains, but only if you do it properly.Read Now
Fraud
Helping your elderly and vulnerable loved ones avoid the scammers
October 23, 2025Elderly and vulnerable people are prime targets for cybercriminals and scammers. Have a conversation about how they can protect themselves today.Read Now
Cybersecurity
Parents, you need to teach your kids about financial fraud
October 23, 2025With the increasing complexity of fraud schemes, it’s important your kids understand how to keep their accounts and personal information safe.Read Now
Wealth Planning
Losing a loved one: Tasks you may not want to delay
October 22, 2025During a difficult time, having a checklist of important tasks may help alleviate some of your stress.Read Now
Family Legacy
What to do with inheritance money: Managing cash, securities and gifting strategies
October 21, 2025Things to consider when inheriting cash or securities, including tax rules, investment priorities and gifting options.Read NowFamily Legacy
Redefining family wealth as well-being
October 29, 2025Jay Hughes, author of multiple books on family wealth, talks about what wealth means to him and how high-net-worth families can ensure their wealth flourishes for many generations.Read NowMarkets and Economy
J.P. Morgan’s 2026 Long Term Capital Market Assumptions: Navigating change, finding opportunity
October 28, 2025J.P. Morgan’s Long Term Capital Market Assumptions (LTCMAs), now in its 30th year, provides a forward-looking framework to help you navigate these changes.Read NowCybersecurity
Your house may be spying on you. Save yourself.
October 27, 2025All the smart devices embedded in our homes can put us at risk. Discover how to secure your IoT devices, and what you can do to protect yourself.Read NowMarkets and Economy
30 years of foresight: The 2026 J.P. Morgan Long-Term Capital Market Assumptions in focus
October 24, 2025Three decades of perspective, applied to today’s most pressing investment questions.Read NowWealth Planning
Beware the wash sale rule
October 23, 2025Tax-loss harvesting can help you offset capital gains, but only if you do it properly.Read NowFraud
Helping your elderly and vulnerable loved ones avoid the scammers
October 23, 2025Elderly and vulnerable people are prime targets for cybercriminals and scammers. Have a conversation about how they can protect themselves today.Read NowCybersecurity
Parents, you need to teach your kids about financial fraud
October 23, 2025With the increasing complexity of fraud schemes, it’s important your kids understand how to keep their accounts and personal information safe.Read NowWealth Planning
Losing a loved one: Tasks you may not want to delay
October 22, 2025During a difficult time, having a checklist of important tasks may help alleviate some of your stress.Read NowFamily Legacy
What to do with inheritance money: Managing cash, securities and gifting strategies
October 21, 2025Things to consider when inheriting cash or securities, including tax rules, investment priorities and gifting options.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.