The O'Brien Sparrow
O’Brien Sparrow Wealth Management Group is a Wealth Management team located in the Westborough, Massachusetts office of Merrill with over 100 years of combined professional experience.
The O’Brien Sparrow Wealth Management Group develops wealth planning strategies and provides investment consulting to individuals and families with investable assets of $1 million or more. Working as a team allows us to collectively apply our respective areas of experience and we believe it provides exceptional recommendations and service to clients. We employ a four-step Wealth Management process which includes a disciplined schedule of periodic reviews with every client to discuss the market outlook, review portfolio performance, evaluate investment managers, and measure progress towards financial goals.
O'Brien Sparrow Wealth Management Group is a Wealth Management team located in the Westborough, Massachusetts office of Merrill with over 100 years of combined professional experience.
The O'Brien Sparrow Wealth Management Group develops wealth planning strategies and provides investment consulting to individuals and families with investable assets of $1 million or more. Working as a team allows us to collectively apply our respective areas of experience and we believe it provides exceptional recommendations and service to clients. We employ a four-step Wealth Management process which includes a disciplined schedule of periodic reviews with every client to discuss the market outlook, review portfolio performance, evaluate investment managers, and measure progress towards financial goals.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
