Founded in 1993 by G. Peter O’Brien, Hartwell & Company is a Registered Investment Adviser (RIA) based in Wellesley, Massachusetts. The firm is employee-owned and focuses on providing disciplined, long-term portfolio management and wealth management services. Their core mission is to achieve long-term capital appreciation for their clients through a value-oriented investment philosophy, managing customized portfolios tailored to the specific needs and goals of high-net-worth individuals and families.

Founded in

United States