Net Worth Thinking Mindset

Welcome to the Net Worth Thinking Mindset. A video series The Susan O’Brien Group Wealth Advisory developed to elevate your understanding of general wealth management strategies and of the Net Worth Thinking Lens, an approach to how you view the role of your finances in your life’s plan. Click each video below to learn more about its topic.

Net Worth Thinking logo

Preserving Your Family Cottage Legacy: Three Strategies for a Successful Multi-Generational Transfer


Discussing prenups with your teen and adult children



Contact The Susan O'Brien Group Wealth Advisory to discuss any of these topics further.


Meet with us