Referrals for Financial Services | O'Neil Wealth

O'Neil Wealth is an independent wealth management firm led by Matthew O'Neil, CFP®, ChFC®. We work with people like you who are navigating important financial transitions. You’re looking for more than investment advice.

You want a clear strategy for what comes next.

Our approach is simple: understand what matters to you, simplify the decisions you face, and build a strategy around your needs, wants, and objectives. We look beyond individual investments to help ensure each piece of your financial life works together, and we coordinate with your CPA, attorney, and other trusted professionals when needed.

If someone you trust suggested you talk with us, there's probably a reason. Reach out below and let's start a conversation. We'll take the time to understand what you're working toward, what's changing, and where you may need guidance. If we can help, we'll tell you how. If we're not the right fit, we'll tell you that, too.

Advisory services offered through Capital Asset Advisory Services, LLC. dba CG Advisory Services, a registered investment adviser with the U.S. Securities and Exchange Commission.

State License Number: 5354929

Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.

Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.

By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and other services can meet your retirement needs.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

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