O'Brien Strategic Wealth

O’Brien Strategic Wealth is a single-advisor limited liability firm formed in early 2026 that offers discretionary and non-discretionary portfolio management and comprehensive financial planning intended for individuals and high‑net‑worth individuals, although it currently reports no assets under management or clients. The firm uses asset‑based (percentage‑of‑AUM) fees, a common billing approach for investment managers.

The firm documents client objectives in an Investment Policy Statement and applies multiple methods of analysis — cyclical, fundamental, modern portfolio theory and technical analysis — to implement a wide range of strategies, including long‑ and short‑term trading, margin, short sales, options, and allocations to mutual funds, ETFs, real estate funds, hedge funds, private equity and venture capital. OSW also may select third‑party advisers to manage all or part of client assets through Altruist’s Model Marketplace, conducts due diligence on those managers, and retains ongoing review and discretionary authority over client accounts.

Notable operational features that distinguish the firm include the principal’s licensure as an insurance agent (the brochure states the firm will not offer insurance products or advice through that activity) and the firm’s explicit use of Altruist for custody and model access, an arrangement that centralizes manager selection and execution in a single marketplace. The brochure also discloses that the firm receives no soft‑dollar benefits and does not aggregate trades across clients, and together with its zero reported AUM these operational choices may be relevant to prospective clients evaluating execution, manager selection, and operational readiness.