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 we do

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 – Q3 2020

    The whirlwind that is 2020 shows no sign of abating as we enter the final quarter of the year. Yet, despite significant uncertainty – and the market pullback in September – the markets delivered another period of strong performance during the third quarter with global stocks up 8%, the S&P 500 up 9% and bonds rising slightly as well. Since the market bottom in March, the S&P 500 has now risen almost 50%, global stocks almost 45% and the U.S. Aggregate Bond Index almost 7%. Stock markets are now positive for the year.

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  • Wall Street takes Trump’s COVID news in stride as investors assess impact on election, economy

    Wall Street learned early Friday morning that President Trump and the first lady have tested positive for COVID-19.  CEO of O’Brien Wealth Partners, Jill Fopiano, shares her viewpoint on its effect on the economy and markets in this article by Larry Edelman.

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