Wealth Management | OES Wealth Partners LLC

About Us

Our Story

OES Wealth Partners, LLC is your comprehensive financial services team dedicated to providing wealth management and financial planning to successful entrepreneurs, executives, and their families—particularly those aged 50 and above. To ensure you and your family receive the undivided attention you deserve, our practice intentionally limits the number of clients we serve.

Whether your goals include investment management, wealth planning, tax optimization, business succession, multi-generational strategies, or navigating equity compensation, we are equipped to guide you every step of the way. Beyond our commitment to your financial well-being, we are a mission-driven firm, actively supporting first-generation college students in Connecticut as they strive to achieve their academic and career aspirations.

At OES Wealth Partners, LLC, we take immense pride in becoming your family's trusted financial advisor—someone who understands the intricate details of your financial, estate, and tax situations. We are genuinely invested in your story, your long-term financial success, and your journey ahead. Our ideal clients are typically approaching retirement or already retired, with a portfolio of $2 million or more. Many are deeply family-oriented, prioritizing the financial and estate planning needs of future generations. They enjoy travel, quality time with loved ones, and pursuing personal passions. Some are focused on growing their businesses, while others make meaningful contributions to their communities through volunteerism and charitable giving.

Clients choose us for our extensive experience in retirement planning and tax reduction strategies. Our founder, Eric Tashlein, CFP™, has been a leader in the fiduciary-based financial planning movement since 1998. At OES Wealth Partners, LLC, we are committed to doing the little things that can have a significant impact on our clients' lives and financial futures over the long term. As fiduciaries, we pledge to provide advice that is always in your best interest. Our goal is to enhance the lives of our clients and their future generations. We are fully dedicated to providing inspired service that fosters long-term relationships built on trust and excellence.