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 unique perspective on wealth management to put our clients on the right paths to success. The result is powerful: steady and sustainable asset growth, knowledge that your investment and financial plan are deeply integrated, and absolute confidence in your ability to navigate whatever comes up in life.Meet Our
Dear O’Brien Wealth Partners Investor, The third quarter marked the ten year anniversary of the Lehman Brother’s bankruptcy at the apex of the great financial crisis of 2008. As we continue to experience market growth, albeit more muted, it serves as a humbling reminder that ten short years ago many investors fled the markets asRead more
Check out Jill’s advice for Social Security published in the Boston Globe!Read more