News

O'Brien Team Collaborating in Conference Room

Planning for the Unexpected

While talking about illness and death is never enjoyable, discussing your wishes is important. You and your loved ones may also want to document your wishes. We have prepared a simple worksheet you can use to guide a discussion as well as record important financial information your caretakers will need should you become incapacitated or die.

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O'Brien Wealth Partners Currents Logo

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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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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