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Oslund Wealth Management


Meet the Team

Supported by the global resources of Merrill, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.

Where do we begin? It starts with you.

At Merrill Lynch Wealth Management, your financial advisor focuses on the things you care about most- family, goals and priorities - even as they change over the years.

Understanding Your Life

Everyone Has a Dream

Our advice and guidance is designed to help you pursue your dream. With more than 40 years of collective experience in the financial services industry, The Oslund Wealth Management Group offers customized strategies that are designed to help you preserve and build wealth, maintain your lifestyle in retirement and leave a lasting legacy for the next generation.

We believe a wealth management process that is tailored to your needs starts with listening to you. Using the knowledge we gain, we strive to implement your individualized strategy with the highest level of service and ethical standards.

We believe that our experience collaborating with attorneys and accountants is particularly useful in working with multiple generations within families. In addition, our experience extends to investment management for non-profit and college foundations, corporations and businesses, and executive compensation plans.

Insightful Strategies, Resolute Action

For us, effective wealth management is a holistic process. We take a wider view, looking at your investment positions and your full financial picture – from real estate you may own to retirement accounts, from philanthropic organizations you support to trusts.

We strongly believe that by understanding your many assets, not just those held with Merrill, and making sure they work together, we can help you to build a wealth management strategy designed to carry you forward with intelligence and confidence.

We also believe that when insightful strategies and resolute action work together, they create a powerful formula for growing, preserving and transferring wealth. That is why, before any investments are made, we spend the time necessary to help you build your wealth management strategy. And when the time comes to help you implement and manage it, we are there to offer consistency, advice and guidance and professionalism every step of the way.

We Start with Your Goals and a Clear Strategy

Our wealth management process begins with a summary of your financial picture, your objectives and associated time horizons, your risk tolerance, liquidity needs and more. We ask questions designed to help you articulate where you see yourself and your family in 5, 10, even 15 years from now.

As we look at your financial picture holistically, it may become necessary—with your permission—to call upon other professional advisors, such as your attorney and accountant. We can interact with you and your advisors to help make sure the many aspects of your financial life are working seamlessly together to your advantage.

When working with foundations, the IPS - Investment Policy Statement - is a key component for investment recommendations and implementation. Our wealth management group regularly reviews the IPS, investment asset allocation, performance and goals with the foundation board or finance committee.

We're Dedicated to Helping You Stay on Track

With your strategy defined, we mine key research sources to take advantage of strong insights and innovative investment ideas. We place a high value on our ability to drill down, evaluate and tailor strategies for you to consider. While our dedication and standards are meant to inspire trust, we go even further to reaffirm it, with an ongoing process to track performance.

Even though we focus on long-term performance, the market consistently offers opportunities to readjust and realign your portfolio for growth or wealth preservation. We can identify and offer advice and guidance about these opportunities to help you keep moving toward your goals.

Your Financial Approach

We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, 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.

Planning for healthcare expenses now and in the future
  • Long-term Care Insurance3
  • Health Savings Account2
  • Disability Insurance3
Upsizing, downsizing, remodeling or buying a vacation home
  • Home Loans2
  • Home Equity Lines of Credit2
  • Securities-Based Lending2
  • Credit Cards2
Working in retirement, selling or starting a business
  • Bank of America Business Banking2
  • Exchange Funds1
  • Concentrated Stock Management1
  • Succession Planning1
Spending your free time in meaningful ways
  • Credit Cards2
  • Securities-Based Lending2
  • Structured Lending2
Volunteering, mentoring others and giving to charities
  • Donor-Advised Funds4
  • Private Foundations4
  • Charitable Trusts4
Using your finances to bring it all together
  • Merrill Investment Accounts1
  • Investment Advisory Accounts1
  • Alternative Investments1
  • Exchange-Traded Funds1
  • Mutual Funds1
  • Closed-end Funds1
  • Fixed Income Products1
  • Options1
  • Annuities3
  • Impact Portfolios1
  • Market-Linked Investments1
  • Securities-Based Lending2
  • Margin1
  • Home Loans2
  • Bank of America Checking and Savings Accounts2
  • Credit Cards2
  • Online Account Access1,2
Taking care of your family and other people in your life
  • Trust & Estate Planning Services4
  • Education Funding1
  • Insurance3

1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.

Staying on Track

We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.

Reviews to help you
stay on track

We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.

    Changes in your life
    and to your goals

    Your life and goals change. As these changes occur, we can update your approach to reflect them.


    MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.

    Your advisor is a click away within our site or mobile apps

    You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features

    Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool

      Let’s Have a Conversation

      Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.

      Why Merrill?

      As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and 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 Wealth Management Advisor.

      Adjusting your investment approach as your life and the markets change.

      We will work to help you stay on track, regardless of what the markets are doing.

      Personalized advice from a dedicated financial advisor.

      We get to know you and your family, your financial situation and what matters most to you.

      A comprehensive approach, built around your life’s priorities.

      Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.