Patrick T. O’Sullivan

Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.

Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.

Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.

Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.

Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.

Guidance for navigating equity compensation, including stock options, restricted stock, and other awards, as part of your broader financial and tax planning strategy.

Designed for high-net-worth and ultra-high-net-worth families, our Family Office services coordinate investment, tax, estate, and accounting guidance in one place.

Investment management and advisory services tailored to the unique needs of professors and other university professionals.

Working year-round to help you stay ahead of changing laws, find strategies to help lower your tax burden, and find new opportunities.

Guidance for tech professionals navigating stock options, RSUs, equity compensation, and related tax considerations as part of a broader financial plan.

Navigate the financial complexities of divorce with coordinated guidance across investments, tax planning, estate considerations, and wealth management.

Integrated accounting, tax, payroll, and advisory services that help business owners navigate complexity, evaluate opportunities, and plan for the future.