We believe that money is more than just a number. What’s your wealth of life?
Market cycles? We've seen them all
When you love what you do, you do it better
Our team's credentials include:
5 Masters Degrees
We combine decades of comprehensive financial planning experience with academic rigor and real-world smarts. That gives us a perspective on wealth management to put our clients on the right paths to success. The result is powerful: knowledge that your investment and financial plan are deeply integrated, and absolute confidence in your ability to navigate whatever comes up in life.
July 12, 2019 Dear O’Brien Wealth Partners Investor, As we enter the second half of 2019 the same political uncertainties that have been haunting the market since mid-2018 continue to cast a shadow over business and investor confidence. A U.S. economic recession appears unlikely in the near term; however, business investment is slowing and globalRead more
In this issue of Currents you will find articles on Annuity Options and 1035 Exchanges, Capital Gains and Losses, Saving on Taxes with Charitable Contributions and RMDs and the Science and Art Behind Creating Your Investment Portfolio.Read more