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About Us

Our Story

OES Wealth Partners is a boutique wealth planning firm providing high-level financial planning and wealth management services to successful 50-year-old+ entrepreneurs, executives, and their family members. Our practice limits the number of clients to ensure the level of focused attention that you and your family deserve. If your goals center around investing, wealth planning, tax reduction, the sale of your business, multi-generational planning, or equity compensation, we can help.  In addition to our commitment to our client’s financial well-being, we are a mission-driven company dedicating time and resources to help first-generation college students in Connecticut to achieve their goals.

Client Centered

As a firm, we take great pride in becoming your family’s trusted financial advisor—someone with deep knowledge of your financial, estate, and tax situation. We care about your story, your economic outcome, and your journey. Our typical client is on a path toward retirement or is retired with a portfolio of $2,000,000 or more. OES clients are often family-focused and seek to assist the next generation through financial and estate planning. They enjoy traveling, spending time with friends and family, and pursuing hobbies. Many enjoy the game of growing their businesses, while others make a difference by volunteering or charitable giving as part of their commitment to helping others.

Clients hire us due to our vast experience in retirement planning and tax reduction strategies. Our founder, Eric Tashlein CFP™, has been at the forefront of the fiduciary-based financial planning movement since 1998. OES Wealth Partners is committed to doing the little things that can make a big difference in our clients’ lives and financial outcomes over the long term. As fiduciaries, we promise to provide sound advice that makes the most sense for your situation. Our firm’s goal is to enhance the lives of our clients and their future generations. We are fully committed to providing inspired work that engenders long-term relationships with our clients.