News

It is with heavy hearts that we share the news that our founder, George Wood, passed away peacefully on Saturday, March 14th, 2026, surrounded by his family. George was a…

MARKETPOINT Turbulence Requires a Steady Hand The first quarter of 2026 served as a reminder that markets rarely move in straight lines. After a strong 2025, the new year began...

In our spring market update, Ali Phillips, President, and Adam Savin, Senior Vice President, reflect upon a quarter defined by volatility and uncertainty, with a reminder that attractive long-term opportunities...

In honor of National Women's History Month we hosted a special virtual edition of Obermeyer Wealth Partners Women & Wealth series. Our female advisors came together for a candid panel...

MARKETPOINT Earnings Expansion and Market Breadth Return As we close the books on 2025 and look ahead to 2026, we reflect on a year that tested investor discipline while ultimately...

In our year-end investment outlook video, Ali Phillips, President and Partner, reflects on a transformative year for our firm and Adam Savin, Senior Vice President of Investments and Partner, provides...

For our latest virtual event, Ceci Zak introduced the concept of a "modern elder pathfinder" who helps individuals navigate life's third third (ages 60 onwards) by balancing key zones of...

Marketpoint: Resilience Amid Transition The third quarter of 2025 marked a shift in both market dynamics and monetary policy. After navigating the tariff-driven volatility of the first half, equity markets…

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...