Building a future you’ll love starts with financial guidance you can have confidence in.

Are you an individual, couple or family within 10 years of retirement? Maybe a sales rep or executive looking for a tax-smart way to handle your stock options? Or perhaps a small business owner looking for financial guidance? Then you’ve come to the right place.

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Building a future you’ll love starts with financial guidance you can have confidence in.

Are you an individual, couple or family within 10 years of retirement? Maybe a sales rep or executive looking for a tax-smart way to handle your stock options? Or perhaps a small business owner looking for financial guidance? Then you’ve come to the right place.

A group of people are sitting at a table eating food.

No matter the challenge, we can help you find strategy.

We work to identify the hurdles and craft unique strategy for:

✓ Individuals, couples and families

✓ Small business owners

✓ Executives and Sales Consultants

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Why choose

O’Neil Wealth? 

The five-point

crown process

While O’Neil Wealth offers a variety of individual services, holistic planning is at the center of what we do. We serve clients with our Five-Point Crown Process, a unique planning methodology designed to uncover needs and help to ensure all areas of a client’s financial life are supported. Here’s what our Five-Point Crown Process covers: 

Financial Planning

Craft a holistic strategy for your long- and short-term goals. 

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Investment Strategy

Grow, protect and preserve your assets according to your unique retirement vision. 

Risk Management

Identify any gaps within your existing insurance policies to help plan for future health care assistance.

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Retirement Income Strategies

Create a path for helping make resources last.

Browse our resource guides to expand your knowledge of investment, retirement and insurance strategies. 

Learn more about finance, insurance and retirement. 

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5 Essential strategies to help ensure financial success in retirement

Discover five key strategies designed to help you plan effectively, manage risks, and secure your financial future in retirement.

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Understand sequence of Returns risk to avoid common retirement pitfalls

Learn how to navigate sequence of returns risk to minimize its impact and avoid common financial pitfalls in retirement.

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understanding rmd options: the key to more money, less stress in retirement

Explore your RMD options to maximize income and reduce financial stress during retirement.