At O’Brien Wealth Management, we embrace our identity as a completely independent firm. When it comes to asset allocation, we have deep relationships, scale and experience to find the best asset manager talent across the capital structure. Before we invest a single dollar of capital, we run through a risk assessment to fully understand your goals, objectives and concerns. In our investment approach, you will typically find fully customized best of breed active and passive separately managed accounts. We are completely unbiased in our manager selection phase and try to design customized portfolios by allocating capital to the highest quality managers in all asset classes both liquid and illiquid. Clients can expect a heavy focus on after-tax results. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA (www.finra.com) / SIPC (www.sipc.com). Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. O'Brien Wealth Management, LLC is not affiliated with Kestra IS or Kestra AS. Neither Kestra IS nor its affiliates provide legal or tax advice and are not Certified Public Accounting firms. https://brokercheck.finra.org Investor disclosures: https://bit.ly/KF-Disclosures This page is published for residents of the United States only. Registered Representatives and Investment Adviser Representatives of Kestra Financial may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the Kestra Compliance Department at 844-553-7872.
