"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 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

Meet our team

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.

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

Quick shot: President Biden bows out of the election – now what?

July 22, 2024After weeks of growing calls from Democrats to step aside, President Joe Biden has officially dropped out of the 2024 election.Read Now
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July 22, 2024We consider three ways markets could take investors by surprise in the second half of the year – and what each development might look like.Read Now
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What’s driving the rotation into small-cap stocks?

July 19, 2024There’s been a recent surge in small-cap stocks. What’s causing it, and what does it mean for investors?Read Now
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