Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
For more than forty years, The Oberlander Group has helped affluent families, accomplished professionals and prestigious institutions create customized, flexible wealth management strategies designed to address immediate and long-term financial goals. We offer financial advice and guidance informed by in-depth investment experience and supported by the resources and investment insights of Merrill Lynch and access to the banking convenience of Bank of America.
The select group of clients we serve have created wealth in a variety of ways and demand a customized approach to their unique wealth management concerns. Our highly skilled advisory team can offer thoughtful and innovative strategies to help preserve and grow assets, pursue a desired retirement lifestyle, and create diverse, flexible portfolios designed to take advantage of market opportunities.
Our customized services include retirement planning, managing concentrated stock holdings and liquidity issues, consulting with your attorneys and accountants to design tax minimizing ways to transfer wealth and providing access to Bank of America trust and philanthropic services.
To help manage the expected–and unexpected–financial events in your life, we invite you to talk with us. You can rely on our extensive resources and the breadth of our experience to help you navigate your wealth management challenges, no matter how complex.
Many busy professionals come to us during their peak earning years. They often have had multiple investment experiences and need help in coordinating, consolidating and simplifying their complex financial lives today, and with an eye toward the future. The Oberlander Group can help you address and navigate your immediate and long-term wealth management concerns.
Focused Services For You
Our approach to wealth management begins with a thorough understanding of you—where you are now and where you want to be. Whether we're helping you with investments, structuring wealth transfer, streamlining your cash and debt management or managing retirement income streams, we strive to recommend investment and asset allocation strategies designed to help you actively pursue your goals, while respecting your unique tolerance for risk, your time horizons and liquidity needs.
You can expect:
Through the many steps of your financial journey, our advice and guidance is developed with your best interests in mind. As your life and outlook evolve, you can rely on our resources and the breadth of our experience to help you meet new financial challenges as they unfold.
We believe clients value us as more than financial advisors. We can act as your central point of contact—coordinating the various aspects of your financial needs discreetly and efficiently. We offer advice and guidance, service and experience that allow us to focus on the individual, and tailor strategies specific to each client.
With every client interaction we strive to demonstrate integrity and build client engagement, and develop solid, long-term relationships based on mutual understanding, transparency and open communication. We believe affluent families, prestigious institutions and successful professionals seek us out because of our reputation and stay because of their experience with our team.
Supported by the global resources of Merrill Lynch, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Financial Advisor if you have questions about how a specialist might be able to assist you.
Senior Wealth Management Lending Officer NMLS # 559834
We along with your tax professional can help you understand how it might affect your investment strategy
We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
We believe it’s important that you seek the advice and guidance of an experienced financial advisor who can thoughtfully analyze your situation, identify strategies that address your needs, and clearly communicate them to you. We want to work with you to develop your wealth management strategy for the future.
As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.