WHO WE WORK WITH

OUR FIRM HAS A SINGULAR FOCUS - OUR CLIENTS' WELL-BEING.

 

Whether you are thinking about retiring, about to sell a business, or an executive at a thriving company... you have financial complexities in your life. We can help you capitalize on sophisticated financial strategies to help you efficiently pursue long-term financial success.

High Net Worth Individuals and Families

High Net Worth individuals and families require a different level of attention, and sometimes that means extremely complex financial considerations. Our financial professionals guide you through all market conditions, offering valuable counsel and insight every step of the way.


Business Owners

What’s next for your business? Planning ahead can be complicated. Our goal is to help owners identify opportunities and risks well in advance so that you can get the most out of your business now, and when it is time to pass the torch.


Retirees

Retirement means something different for everyone – lets us help you define yours, and confidently pursue it.

 

Joseph F. O’Loughlin

Private Wealth Advisor

Cell (617) 272-5956

Tel  (781) 547-6935

​300 Fifth Avenue, 3rd Floor
Waltham, MA 02451

Check the background of your financial professional on FINRA's BrokerCheck.

Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Integrated Financial Partners, a registered investment advisor and separate entity from LPL Financial. LPL Financial and Integrated Financial Partners do not provide tax services. 

For more information visit www.FINRA.org or www.SIPC.org.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, CT, DC, FL, IL, ME, MA, MI, NH, NJ, NY, SC, TX, VA,

Click on the links for a copy of the Firm ADV and Client Relationship Summary.