The Susan O’Brien Group Wealth Advisory

Family wealth planning connecting your life and legacy

The Susan O’Brien Group Wealth Advisory began 25 years ago with a radically simple idea about what a wealth advisor should be: it’s someone who takes the time to understand a client’s goals and dreams then integrate and aligns their wealth and all aspects of their life with that vision. Through this approach, we've built deep and meaningful connections with our clients and guided them through life’s most vital decisions.

We see successful wealth management as more than planning. To us, it’s an ongoing conversation. It has to be. Wealth isn’t static, it’s dynamic and tied to some of life’s milestone moments — it’s lifestyle and legacy, ambition and aspiration — all of which evolve and change as you move through life.

Our process is rooted in what we call the Five “I”s — Independent advice, Integration, Implementation, Innovation and Integrity. With Five “I”s in mind, we’ve helped our clients prioritize and plan for retirement and navigate the complexities of intergenerational wealth transfer. We’ve helped them grow their legacy and create an impact through philanthropic giving while also protecting wealth for their children and grandchildren and making decisions that optimize their tax savings.

As wealth advisors, our team is multi-disciplined and talented at offering advice and guidance on everything from investment management, financial independence & retirement planning to family matters including estate planning, higher education, and generational wealth & legacy planning.

We help you feel connected to your wealth and financial well-being, so you can feel more connected to your life and legacy.

What our clients are saying

We recently polled our clients to gauge their satisfaction with our services. We received a 70% response rate and below are the results.

 

100% satisfaction

98% of clients agree they have a financial plan in place

98% of clients have confidence in reaching their goals

100% 98% 98%

 

 


 

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Tax & Estate Planning
Strategies 

 

Learn about strategies to help protect and enhance your wealth from our Tax & Estate Planning professionals.

 

Should you help your adult child buy a house?

Your children may have the income to cover the cost of mortgage payments & home upkeep, but more parents are giving their kids financial gifts for a down payment in today's housing market. Should you?

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Market research
Insights

 

Get the latest market insights and trends from our internal research experts.

Market Ethos

17 June 2024
Is inflation beat? Not so fast.
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10 June 2024
Everything in moderation
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Investor Strategy

June 2024
This calm won’t last
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