Currents Fall 2021

  • November 08, 2021
  • Currents Newsletter
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A NOTE FROM JILL

September 10th marked my nine-year anniversary with O’Brien Wealth Partners. Traditionally, ninth anniversaries are commemorated with gifts of pottery and willow wood. Pottery represents a simple, natural element that has been transformed over time (with lots of TLC) into a beautifully finished piece. Like potters, our team has worked together to mold our business, and we are well aware that, like pottery, what we have built is fragile and must be cared for properly in order to last a lifetime. Willow trees produce branches that are strong yet flexible and signify resilience. As a team, we are prepared to help our clients and each other weather life’s inevitable storms. We remain flexible in our thinking as we look to the future and structure our portfolios, planning, and firm to meet your needs over the next decade.

When I look back over the past nine years, and the myriad changes that we have made, I am excited to see how our firm continues to evolve. From a major office move (after 26 years in the same space) that involved a build-out from the studs, to a new name and logo, to more advanced financial planning and research technology, to our Sustainable Portfolio, and to the development of the talented team I am proud to call my colleagues – it has been an action-packed time. Add to that a shift to remote work during a global pandemic and how it has changed the ways in which we can communicate with our clients, and we are well-positioned to envision a hybrid model of work that optimizes the benefits for both our clients and our staff.

We hope that you and your families are safe and healthy. As always, we welcome your thoughts and suggestions as to how we can continue to improve our business and your experience. We hope you enjoy this issue of Currents and look forward to seeing many of you in the near future.

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