James O’Brien is a wealth advisor with over 25 years of experience in financial services. As a managing partner of Gill Capital Partners, James works closely with clients to create wealth-building and preservation strategies. This includes asset allocation using alternative investments, estate preservation, and wealth transfer to the next generation. Gill Capital Partners delivers client service through a team approach – as your relationship manager, James will work with a CPA, CFP®, client service manager, insurance specialist and a team of portfolio managers. The Gill Capital Partners team builds strong client relationships and facilitates seamless solutions for clients’ financial needs