A Powerful Partnership
As a client of O'Brien Wealth Management, you receive the vast experience and advice of our seasoned team of knowledgeable professionals. You benefit from the depth of our combined experience, the diversity of our staff, our strategic partnerships and collective resources. This combination allows us to offer you the personalized attention and solutions of a small firm combined with the strength, expertise, resources and technology of a leading independent broker/dealer.
We are a powerful partnership working for you!
Our strategic partnership with Kestra Financial, Inc. enables us to access resources that provide you with enhanced wealth management strategies for your unique financial needs.
Kestra Financial, Inc. is one of the nation's leading independent broker-dealers. Kestra provides us with access to some of the leading financial solutions and products and maintains no proprietary products; which helps to ensures that we are providing you with optimal solutions for your financial needs. Kestra ensures that the implementation phase of your financial plan is executed with the same attention to quality as was the planning process.