The O’Brien Group

We can help you embrace your financial future

Rankin Wealth Management, based in Charlotte, NC, is a trusted financial advisory firm that has been providing professional and timely advice to generations of families. With a commitment to developing long-term relationships, they work closely with parents, grandparents, and children through every major life milestone, offering investment management and wealth planning services. Their team of experienced advisors, including Rick Verdone Jr., Bill Wynn Jr., Joseph Zentner, and Ellen Rankin, are dedicated to providing quality strategies customized to each client's needs. Rankin Wealth Management focuses on building trust, service, and integrity, going beyond managing money to build long-term relationships and friendships with their clients. They offer retirement income strategies, portfolio construction, equity and fixed income research, and estate planning services. With industry recognition and a commitment to quality client service, Rankin Wealth Management strives to be the primary source of financial advice for their clients.Generated from the website

Wickham Cash Partners, based in Charlotte, NC, is a highly experienced and trusted private wealth management firm with a rich tradition spanning six decades. With a team of over 18 professionals and drawing on the global resources of UBS Private Wealth Management, they offer comprehensive financial solutions to ultra high net worth families, addressing their most important priorities and concerns, such as wealth transfer planning, business succession, and philanthropic endeavors. Led by Mitchell Wickham, a seasoned Managing Director and Wealth Management Financial Advisor, the firm focuses on delivering personalized strategies tailored to each client's unique needs and circumstances. Their team's expertise extends beyond investment portfolios, encompassing investment, income replacement, philanthropic, and wealth transfer strategies. Wickham Cash Partners is dedicated to putting their clients' needs first and providing them with the highest level of commitment and care.Generated from the website