Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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 Kane 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.
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 Lynch, 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.
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.
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.
Merrill Lynch is proud of our advisors who’ve received recognition from industry publications. We believe they are setting the standard for exemplary client service.
Forbes “America’s Top Next-Generation Wealth Advisors” in 2018.
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.
Learn more about the highly engaging podcast series from Merrill Lynch
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.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, we can help you create a financial strategy that reflects your personality. Only then can we offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
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.