Eric Tashlein, CFP™,

As the founder of OES Wealth Partners, LLC, I specialize in high-level financial planning and wealth management for successful business leaders, executives, and their families aged 50 and over. Our boutique practice is built on a simple principle: fewer clients, deeper relationships, better outcomes.

With over two decades of experience, I’ve managed and supervised hundreds of millions in client retirement and trust assets, always with a focus on long-term success and intergenerational wealth planning. At OES, we intentionally limit the number of families we work with to deliver the personalized, proactive service that larger institutions and traditional firms often fall short of providing.

I’m a CFP®, author, columnist, and podcaster, and have served as Past President of the Greater New Haven FPA and as a past board member of FPA CT. I speak openly about industry-wide time constraints and the need for truly tailored client service—something we proudly deliver differently at OES Wealth Partners, LLC.

Beyond finance, I’m passionate about giving back. I’m a lifelong Connecticut resident and the proud founder of 100 Good Guys - CT Shoreline, a local giving circle supporting nonprofits that make a tangible difference in our community. I’ve volunteered thousands of hours across youth sports, Rotary, church, and professional organizations.

When I’m not working with clients or contributing to the community, I enjoy time with family, fishing, boating, and pickleball.

Specialties:
Investment Management | Retirement Income & Distribution Planning | Business Sale Planning | Tax & Risk Planning | Family Legacy & Wealth Planning

Connect with me to learn how our focused, client-first approach at OES Wealth Partners, LLC might help secure your financial future and the future of those you care about most.

Jasen is  Managing Director of TAG Invest, our investment management strategic partner.

In that role, he works with us to design our investment management process. He consults financial advisors on asset management, tax planning, liquidity management, and advanced case design. His prior experience includes running an asset management program and accumulating and managing over $1.1 Billion. He is also the author of the Amazon best-selling book Nutshells: Planning Strategies for a Tax-Free, High-Income Retirement.

The TAG Invest process focuses on those areas that add the most value to our relationship with you: tax management, expense reduction, and risk management. TAG Invest builds on a foundation of low-cost passive strategies, adding active elements like actively managed mutual funds and individual stocks to strive for additional returns without adding additional risk. Those strategies can be customized to your other investments.

TAG Invest is a part of TAG Advisors, the partner that provides many services that support our business. Our strategic partnership with TAG Advisors enables us to have sophisticated back office functions to deliver more value to clients like you.

Mark Kelly, CFA

Mark is our case liaison for TAG Invest, our team-directed investment management service focusing on tax management, expense reduction, and risk management. In this role, he is responsible for developing our investment management processes and consults with financial advisors on asset management, liquidity management, and advanced case design.

Mark has seven years of experience in the financial services industry, most recently supervising the asset management division of an independent financial planning firm. He has also worked in relationship management and brokerage operations for an independent broker-dealer’s home office.

Mark is a graduate of Drake University in Des Moines IA, majoring in Finance and International business. He also holds the designation of Chartered Financial Analyst.

The TAG Invest process focuses on those areas that add the most value to our relationship with you: tax management, expense reduction, risk management. TAG Invest builds on a foundation of low-cost passive strategies, adding active elements like actively managed mutual funds and individual stocks to strive for additional return without adding additional risk. Those strategies can be customized to your other investments.

TAG Invest is a part of TAG Advisors, the partner that provides many services that support our business. Our strategic partnership with TAG Advisors enables us to have sophisticated back office functions to deliver more value to clients like you.

As Service Director at OES Wealth Partners, LLC, Melissa leads with a client-first mindset and a deep commitment to delivering exceptional service. She oversees the client service team, ensuring every interaction is personalized, seamless, and aligned with the firm’s mission of care and clarity.

A Financial Paraplanner Qualified Professional™ (FPQP®), Melissa brings a strong foundation in financial planning support, operational excellence, and relationship management. Her areas of expertise include client onboarding, account administration, process improvement, and team leadership.

Melissa is passionate about fostering trust and ensuring every client feels informed, supported, and valued. She is also dedicated to continuous improvement, staying current with best practices to enhance the client experience in an evolving financial landscape. 

We are a proud member of the TAG Network, a community of thriving independent financial professionals nationwide, collectively with over $18 billion of assets under advisement. Being a member of the TAG Network helps us stay abreast of industry trends and provides support and backup to ensure we can deliver the best possible service to our clients. Our ability to collaborate with other like-minded firms in the network enables us to advance our skills and tap into the collective experience of other financial firms. Working with us gets you more than the great people in our office. There is a whole network of people taking care of you, too.