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One Main Street, Suite 300, Racine, WI 53403

262-631-5044
TheOBrienNewtonGroup@rwbaird.com
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Your Wealth | Your Life | Your Legacy

Your Wealth | Your Life | Your Legacy

Your financial life is more than a set of numbers, it’s the foundation for how you live, give, and grow. We believe real trust comes from clarity, transparency, and always acting in your best interest. With personalized strategies and a forward-thinking approach, we help you make confident decisions and move through life with intention.


Get Your Financial Journey Started Today

  Meaningful financial planning begins with understanding what matters most to you. By learning about your family's needs, your future goals, and your approach to risk, we can help create a strategy tailored to your life. We believe that trust, transparency, and strong personal relationships are the cornerstones of lasting success.

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From One Professional to Another | Let’s Work Together

From One Professional to Another | Let’s Work Together

Your goals are our priority.

We believe that individuals from all backgrounds can achieve better financial outcomes through thoughtful wealth-building education and disciplined investment management. If you’re ready to partner with a financial professional, we welcome the opportunity to meet and discuss how we can support your financial future.

Our Clients, Our Commitment

Retirees & Pre-Retirees

Retirees & Pre-Retirees

Planning for Your Retirement

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Small Business Owners

Small Business Owners

Supporting small businesses

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Working Professionals

Working Professionals

Make your money work for you

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Teachers

Teachers

Understanding your unique needs

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Helping You Pursue What Matters Most

Our Mission Is To Help You: 

  • Grow and Protect Your Wealth through disciplined, tax-smart financial planning
  • Enjoy the Retirement You've Envisioned by turning your savings and investments into a sustainable income strategy
  • Create a Meaningful Legacy that reflects your values and supports the people and causes you care about most


Retirement Planning

Preparing for one of life's most important financial milestone

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Wealth Management

Personalized portfolio construction, investment management, and risk oversight

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Peak-Career Planning

Strategic wealth-building solutions for professionals and business leaders

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Estate & Legacy Planning

Helping preserve and transfer wealth according to your wishes

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Our Three Step Process

STEP

1

Discover

The more we understand about your life, finances, and goals the better we can create a strategy tailored to your needs.

STEP

2

Strategize

Together, we'll develop a personalized financial roadmap aligned to your goals, timeline, and comfort with risk. 

STEP

3

Implement & Adjust

Life changes? Market volatility? We’ll keep your financial plan aligned with what matters most every step of the way.



The O'Brien Newton Group

The O'Brien Newton Group

Our focus is on helping families grow and protect their wealth, enjoy retirement to the fullest, and plan a legacy that lasts.

Connect with Us

Plan for the Future You Envision

Turn your wealth into lasting financial confidence. Schedule a complimentary consultation and start creating a plan that's as unique as your future.  

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