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Currents Winter 2017 Newsletter

Whether the animal spirits are spiraling upward or downward, we believe that a sound plan, a steady course, a smart strategy and high-quality, diverse investments will serve you best in meeting your goals.

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O'Brien Wealth Partners Q4 Client Letter

Quarterly Client Letter – Q4 2016

Over the 30 years we have spent managing the assets you have entrusted with us, we have developed expertise in managing risk, recognizing opportunity and maintaining a disciplined approach during times of uncertainty.

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Jill Fopiano O'Brien Wealth Partners

Commentary from Jill

It is my pleasure to reach out to you as the President and CEO of O’Brien Management Wealth Partners LLC. I would like to share what I hope to accomplish with our team in 2017 and beyond as we build on an accomplished history and create our vibrant future.

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O'Brien Wealth Partners Q3 Client Letter

Quarterly Client Letter – Q3 2016

The direction of the markets and the direction of the economy may well soon diverge in the short‐run. Today, most economic indicators suggest the U.S. economy is growing moderately.

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O'Brien Wealth Partners Currents Logo

Currents Fall 2016 Newsletter

Several weeks ago I sent a letter describing planned changes in ownership at O’Brien Wealth Partners.

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O'Brien Wealth Partners Q2 Client Letter

Quarterly Client Letter – Q2 2016

Despite continued geopolitical uncertainty, the second quarter of 2016 ended on a positive note.

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O'Brien Wealth Partners Currents Logo

Currents Summer 2016 Newsletter

Over the past several months we have witnessed a drawdown, followed by a rebound, across global equity markets.

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O'Brien Wealth Partners Q1 Client Letter

Quarterly Client Letter – Q1 2016

Investment markets are indeed fickle. No sooner did we begin to see signs of fledgling investment bears awaking from hibernation, thus threatening the long U.S. economic expansion, than news of a potential production freeze by large oil producers lent support to prices in the hydrocarbon industry, thus producing the current rebound in investment markets.

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O'Brien Wealth Partners Currents Logo

Currents Winter 2016 Newsletter

For the past 30 years, O’Brien Management has focused on fostering trust, building wealth and educating clients.

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