Giving you the freedom and choice to be more

The Susan O’Brien Group Wealth Advisory began over 25 years ago with a radically simple idea about what a wealth advisor should be. It’s someone who takes the time to understand your goals and dreams, then integrate and align your wealth and all aspects of your life with that vision.

That vision is your more. Maybe for you, more means being able to spend more time with loved ones making memories. Maybe it’s seeing the world, working on your golf swing or exploring your creative side. Maybe it’s giving back to your community and leaving a lasting legacy.

Who are you?

Our clients generally come to us for support during transition points in their life - retirement, a new or changing career path, a recent inheritance, marriage or divorce, among others - as well as for assistance in bringing their legacy planning to life from assisting children & grandchildren, to their wider community and the causes important to them. Connect with us to learn more about how we can support you and your goals with wealth planning.

We are currently working with:

Senior Executives

Women in Wealth

Retirees & Pre-Retirees

What our clients are saying

We survey our clients to gauge their satisfaction with our services. We received a 70% response rate and below are some key results: