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.
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
Dear O’Brien Wealth Partners Investor, The first quarter of 2019 certainly showed us a more benevolent side of the market than we experienced in the fourth quarter of 2018, with almost all risk assets showing positive returns for the quarter. As we mentioned in our last quarterly letter, while over the long run a stockRead more