O’Brien Wealth Partners LLC (“O’Brien”) is a SEC-registered investment adviser located in Boston, Massachusetts. O’Brien is in compliance with the current filing requirements imposed upon SEC-registered investment advisers by those states in which O’Brien maintains clients. O’Brien may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. A copy of O’Brien’s current ADV II disclosure statement discussing O’Brien’s business operations, services, and fees is available upon request.
Registration with the SEC should not be construed as an endorsement or an indicator of investment skill, acumen or experience.
O’Brien’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional planning and investment-related information, publications, and links. The publication of O’Brien’s web site on the internet should not be construed as O’Brien’s solicitation to effect, or attempt to effect, transactions in securities, or the rendering of personalized investment or financial planning advice for compensation. O’Brien does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to O’Brien’s website or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only.
O’Brien does not offer investment advice by virtue of the information contained in this website. The provision of investment advisory services by O’Brien will be only be made pursuant to a written advisory agreement between O’Brien and the client. You are strongly advised to consult with a financial professional before engaging in any securities transactions based on any information contained in this website. O’Brien expressly disclaims any liability or responsibility for any losses incurred by any individual pursuant to any action taken based on the information contained herein. Past performance may not be indicative of future results. No current or prospective client should assume that any specific investment or investment strategy that this website refers to directly or indirectly, or even via a link to any unaffiliated third-party website, will be profitable or equal to corresponding indicated performance levels. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will be suitable for a particular client’s investment portfolio.
Investments in securities are not insured, protected or guaranteed and may result in loss of income and/or principal. Diversification does not eliminate the risk of market loss an A long-term investment approach cannot guarantee a profit.
In general, investment in foreign issuer securities entails additional risks such as limited transparency and accounting overview, varying frequency, availability and quality of financial information, limited enforcement opportunities by US regulators, and limited shareholder rights and/or remedies.
Industry recognitions or awards should not be construed as an endorsement or a recommendation to retain the Adviser by the ranking entity or any regulatory authority. Any rankings or awards cited were provided by independent third-parties based on their predetermined evaluation criteria. Adviser neither provided any financial remuneration to these third-parties nor exercised any influence or control over the criteria used or the results generated, other than providing or making available, directly or indirectly, objective numerical data that could have been used by third-party as input variables.
Certain portions of O’Brien’s website (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, holdings or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current holdings or recommendations. Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from O’Brien, or any other investment professional. O’Brien is neither an attorney nor an accountant, and no portion of the website content should be interpreted as legal, accounting or tax advice.
Certain communications published on this site may include opinions and forward-looking statements. All statements other than statements of historical fact are opinions and/or forward-looking statements (including words such as “believe,” “estimate,” “anticipate,” “may,” “will,” “should,” and “expect”). Although we believe that the beliefs and expectations reflected in such forward-looking statements are reasonable, we can give no assurance that such beliefs and expectations will prove to be correct. Various factors could cause actual results or performance to differ materially from those discussed in such forward-looking statements. All expressions of opinion are subject to change. You are cautioned not to place undue reliance on these forward-looking statements.
Investment process, strategies, philosophies, allocations and other parameters are current as of the date indicated and are subject to change without prior notice.
Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if O’Brien is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of O’Brien by any of its clients.
Although O’Brien attempts to provide up to date and accurate information on its website www.obrienwp.com, O’Brien makes no warranties or representations as to the accuracy of this information. By using www.obrienwp.com, you agree that O’Brien, its officers, directors, owners, employees and agents, will not be liable for any direct, incidental, consequential, indirect or punitive damages arising out of your access, use or inability to use www.obrienwp.com, or any errors or omissions in the content thereof.
Social Media Disclaimers
O’Brien’s social media sites (ie. LinkedIn, Twitter, Facebook) may include forward-looking statements. All statements other than statements of historical fact are forward-looking statements (including words such as “believe,” “estimate,” “anticipate,” “may,” “will,” “should,” and “expect”). Although we believe that the expectations reflected in such forward-looking statements are reasonable, we can give no assurance that such expectations will prove to be correct. Various factors could cause actual results or performance to differ materially from those discussed in such forward-looking statements.
Past performance is not indicative of any specific investment or future results. Views regarding the economy, securities markets or other specialized areas, like all predictors of future events, cannot be guaranteed to be accurate and may result in economic loss to the investor.
Investment strategies, philosophies and allocation are subject to change without prior notice.
Nothing in these social media sites should be construed to imply that services comparable to those offered by the Adviser cannot be found elsewhere.
These social media sites are intended to provide general information only and should not be construed as an offer of specifically tailored individualized advice.
Due to the dynamic and multi-directional nature of social media sites, Adviser has no editorial control over any third-party commentary or content and does not accept responsibility therefore.
Adviser does not solicit and is unable to accept any endorsements, recommendations or testimonials regarding client experiences with the firm or its employees.
Adviser retains the right to remove, to the extent possible, any content it deems inaccurate, inappropriate or violation of applicable laws and/or regulations.