O'Brien Management

read moreWe combine decades of comprehensive financial planning experience with academic rigor and real-world smarts. That gives us a perspective on wealth management to put our clients on the right paths to success. The result is powerful: knowledge that your investment and financial plan are deeply integrated, and absolute confidence in your ability to navigate whatever comes up in life. There is no one-size fits-all-approach or solution to understanding your situation and developing a plan of action to get you to where you want to be.

read moreThere's a difference between providing financial services and nurturing the type of financial wellbeing that promotes a more fulfilling life as a whole - and O'Brien Wealth Partners is that difference. It goes beyond our expertise in and ability to manage wealth well - it's about working together to discover what truly matters to you and ensuring you're on the path to enjoying more of it every day. We strive to preserve and grow our clients' wealth, promote and guide financial wellness, and provide a best-in-class client experience.

read moreMoney should be managed for its purpose. To help our clients achieve this, we provide expert investment management, financial planning, advisor integration, sustainable investing, and investment services for non-profits. We closely integrate these services because we believe in comprehensive solutions that help provide you with an exceptional client experience. We take a holistic view of your overall financial life and create an investment strategy tailored to meet your unique goals. We structure high-quality, diversified portfolios to weather market ups and downs.