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An Uncompromising Wealth Management Experience
For more than thirty 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 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, designing tax minimizing ways to transfer wealth and accessing 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.
Informed Guidance from Skilled Professionals
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
"The most productive advisory relationships are built on a foundation of transparency and mutual understanding. We believe our pursuit of excellence and devotion to clients can build a shared commitment with every interaction."
Managing Director–Wealth Management
Wealth Mangement Advisor
A Disciplined Approach to Wealth Management
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:
"We believe our commitment to service has created a bond with clients that has sustained relationships for many years. When it comes to service, our goal is to respond quickly to client needs and answer every client question."
Senior Registered Client Associate
Integrity. Continuity. Exceptional Service.
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.
Meet The Team
The Oberlander Group is a deeply experienced and highly skilled advisory team dedicated to your family's long-term financial well-being. We go beyond portfolio management to offer wide-ranging wealth management strategies designed to give you greater freedom to pursue the things in life you most enjoy. Our fresh thinking, diligence and uncompromising attention to service continues to earn the commitment of the most discerning clients.
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Barron's magazine, Feb. 23, 2015; Feb. 24, 2014, "America's Top 1,200 Advisors: State-by-State" list. Also, Barron's magazine, Feb. 18, 2013, Feb. 20, 2012, Feb. 21, 2011; Feb. 22, 2010; Feb. 09, 2009: "Top 1,000 Advisors: State-by-State" lists. Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved. Financial advisor criteria: minimum seven years financial services experience and employment at current firm for at least one year. Numerous quantitative and qualitative measures (including assets managed, revenue produced and quality of practice) determine the financial advisor rankings.
REP.’s "Top 50 Wirehouse Women" list, August 1, 2015. Advisors on the "Top 50 Wirehouse Women" list are ranked exclusively by assets under management custodied at the four wirehouse firms. Only advisors for whom 80 percent or more of assets correspond to retail clients were eligible for the list. REP. magazine and WealthManagement.com do not receive any compensation from financial advisors, participating firms and affiliates, or the media in exchange for rankings.
Barron’s "America’s Top 100 Women Financial Advisors," June 8, 2015; June 7, 2014; June 8, 2013; June 3, 2012; June 6, 2011, June 7, 2010; June 8, 2009; June 9, 2008; June 2007; June 2006. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved. Ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors’ practices. Barron’s gives less weight to assets of institutional clients. The scoring system assigns a top score of 100 and rates the rest by comparing them with the top-ranked advisor.
The Financial Times Top 400 Financial Advisors, March 25, 2014; April 11, 2013. The Top 400 list is based in large part on data gathered from and verified by broker-dealer home offices, and, as identified by the FT, reflected each advisor's performance in six primary areas, including assets under management, asset growth, compliance record, experience, credentials and accessibility. The full methodology is published here: http://www.money-media.com/ft400.shtml.
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Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNERTM in the U.S.
Certified Private Wealth Advisor® and CPWA® are registered certification marks of Investment Management Consultants Association Inc.
Chartered Retirement Planning CounselorSM and CRPC® are registered service marks of the College for Financial Planning.
Sharon Oberlander is registered to do business in : AZ, CA, CO, DC, FL, GA, IA, ID, IL, IN, KY, MD, ME, MI, MN, MO, NC, NJ, NM, NV, NY, OH, OR, PA, TX, VA, WI
David Villalobos is registered to do business in : AZ, CA, CO, DC, IL, MD, ME, MI, MO, NC, NM, NY, TX, VA
Heather Tahmooressi is registered to do business in : AZ, CA, CO, DC, FL, GA, IA, ID, IL, IN, KY, MD, ME, MI, MN, MO, NC, NJ, NM, NV, NY, OH, OR, TX, VA, WI
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