O'BRIEN WEALTH PARTNERS LLC
Waltham, Massachusetts
O'Brien Wealth Partners LLC, based out of Waltham, MA, is a reputable local investment advisory firm with a strong track record in managing client assets. With over 220 individual clients and assets under management totaling $833,898,000, the firm has established itself as a trusted partner in wealth management. Operating from a single office, O'Brien Wealth Partners LLC offers comprehensive investment advisory services to its discerning clientele.
While the firm manages a diverse portfolio of assets, 401K and individual accounts make up less than 30% of their total assets under management. However, O'Brien Wealth Partners LLC po...
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Assets Under Mgmt
$833.9M
Investment Professionals
12
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Pension consulting services
Selection of other advisers
Publication of periodicals or newsletters
Educational seminars/workshops
Articles
Articles
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