We believe that money is more than just a number. What’s your wealth of life?

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Market cycles? We've seen them all

Zakim Bridge Boston MA

When you love what you do, you do it better

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Our team's credentials include:
8 CFPs
3 CFAs
6 Masters Degrees

Serious know-how. Applied to real life.

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.

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Team
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What's your story?

There is no one-size fits-all-approach or solution to understanding your situation and developing a plan of action to get you to where you want to be. We believe in digging deeply into what makes you, you, and relating to all the challenges — financial and otherwise — that you’ll face along the way. You have specific planning and investment needs and we have a team of specialists who understands your situation, can talk through the issues, and will work with you to provide guidance, support, and direction as your life and goals evolve. Are you interested in learning more? Let us share with you how we can work together.

News & Insights

  • Quarterly Client Letter – Q2 2021

    2Q was another solid quarter of performance for markets, with every major asset class posting a gain. Stocks once again outperformed bonds, and within stocks the U.S. again led other regions. For the year, global stocks are now up double-digits, while investment-grade bonds are down slightly.

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  • Retirement Planning Guide

    Jill Fopiano, CEO of O’Brien Wealth Partners is a featured expert in this article on MoneyRates.com.

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Want to Talk? 617-547-6717