O’Brien Strategic Wealth LLC is a fee-only, fiduciary registered investment adviser serving high-net-worth individuals and families. The firm helps clients build, protect, and transfer lasting wealth, offering a personal partnership centered on each client’s goals, family, and financial concerns. Many clients seek guidance during significant transitions, such as selling a business, receiving an inheritance, or approaching retirement.

The firm’s services include financial planning, investment advisory, and wealth management. Financial planning helps clients consider retirement, business transitions, and generational wealth, and develop plans that can adapt as life changes. Investment advisory services include building portfolios around clients’ timelines, risk tolerance, and goals, with disciplined oversight through changing markets. Wealth management brings investments, taxes, estate considerations, and cash flow together in a coordinated strategy.

As a fee-only adviser, O’Brien Strategic Wealth is paid by its clients rather than through product transactions, and describes its advice as fiduciary. The firm is registered in the Commonwealth of Pennsylvania. Its website invites prospective clients to schedule a conversation about their financial circumstances and next steps.