Pragmatic wealth management for families and individuals
Pragmatic wealth management for families and individuals
We have had the privilege of guiding generations of clients, applying a consultative approach to managing the complexities that accompany wealth. Our offerings reflect the distinct needs of the families we serve, including coordination with other professional advisors such as CPAs and attorneys to help ensure our service is in harmony with all aspects of your life.
From private wealth management to customized estate planning and wealth transfer, you can turn to us for comprehensive financial planning and leading-edge resources. Our access to technology, research and specialized knowledge allows us to nimbly adapt to your needs and objectives.
You've spent a lifetime building a legacy. Let our prudent approach help you make the most of it.
Services Include
- Wealth & Investment Management
- Banking & Lending Solutions 1
- Insurance & Annuities 2
- Legacy Planning
- Wealth Transfer
- Risk Management
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- O'Brien Wealth Management
- Email: sob@obrien-wealth.com
- Sean O'Brien: 3455 American River Dr. Suite A Sacramento, CA 95864
- T: 916.330.4260
- F: 209.546.6101
- TF: 800.554.2213
- Map & Directions
- Map & Directions
Central Valley Advisors, LLC, doing business as O'Brien Wealth Management, is registered as an investment adviser with the Securities and Exchange Commission (SEC), and only transacts business in states where it is properly notice filed, or is excluded or exempted from such requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Information on this website is directed toward U.S. residents only.
Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. A professional adviser should be consulted before implementing any of the options presented.
Information on this website is not an offer to buy or sell, or a solicitation of any offer to buy or sell any particular securities.
Hyperlinks on this website are provided as a convenience and we disclaim any responsibility for information, services or products found on websites linked hereto.
Images and photographs are included for the sole purpose of visually enhancing the website, and should not be construed as an endorsement or testimonial from any of the persons in the image or photograph.
O'Brien Wealth Management is not engaged in the practice of law or accounting. Always discuss specific legal or tax issues with your attorney or accountant.