Brian Brady

In our latest quarterly investment outlook video, Ali Phillips, President, shares important year-end reminders about required minimum distributions and gifting strategies, while highlighting our firm's continued commitment to client service...

Following the recent passage of the One Big Beautiful Bill, we are eager to help you understand the implications of this sweeping legislation for your investment strategies and financial planning....

MARKETPOINT: Resilience Through Turbulence The second quarter of 2025 tested investor resolve like few periods in recent memory. Markets experienced dramatic swings as policy announcements sparked significant volatility, yet beneath…

In our latest quarterly investment outlook video, Ali Phillips, President and Partner at Obermeyer Wealth Partners, reflects on a turbulent second quarter of 2025 marked by dramatic policy swings and...

It is with heavy hearts that we share the passing of Wally Obermeyer, founder and longtime leader of Obermeyer Wealth Partners. Wally left us on May 23, 2025, following a…

We recently hosted a virtual event with Charles Schwab's Washington policy expert, Michael Townsend. Michael provided insights on the recent market volatility triggered by President Trump's tariff announcements and the...

April 3, 2025 Dear Clients, We are reaching out regarding today’s market reaction to yesterday’s tariff announcements. While the size of the proposed tariffs was notable for being at the…