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.
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.
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.
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, O’Brien makes no warranties or representations as to the accuracy of this information. By using, 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, or any errors or omissions in the content thereof.