Eric Tashlein

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.