Advisor
Tom O'Neill
We are a multi generational wealth management team.
Tom O'Neill · Mount Laurel, New Jersey
Fee-only verified Fiduciary SEC-registered
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About
Our team focuses on transfer of wealth for families with net worth of $5-$35 million. We work with business owners who have or are about to sell their company, doctors, and recent retirees from their corporate career.
Who they serve
- Ultra high net worth
- High earners
- Multi-generational families
- Retirees
- Founders
Services
- 401(k) & IRA Management
- Asset Allocation
- Cash Flow Planning
- College/Education Planning
- Education Planning
- Estate Planning
- Exit Planning
- Family Wealth Transfer
- Financial Planning
- Insurance Planning
- Investment Management
- Liquidity & Exit Planning
- Portfolio Rebalancing
- Retirement Planning
- Social Security Planning
- Tax Strategy
- Wealth Management
- Portfolio Management
- Trust Services
- Stock Option Planning
- Insurance/Risk Management
- Charitable Giving
- Risk Management
Structured record
| Name | Tom O'Neill |
|---|---|
| Firm | Tom O'Neill |
| Location | Mount Laurel, New Jersey |
| Fee model | Percentage of Assets (AUM) |
| AUM | $100M - $500M |
| Founded | 1988 |
| Firm size | 2 - 5 employees |
| Affiliation | Broker-Dealer Only |
| Designations | Series 7 · Series 66 · Series 65 |
| Investment approach | Blend of both |
| Website | https://www.raymondjames.com/oneillwealthmanagement |
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Specialties
- Family wealth transfer
- Retirement planning
- Small business owners