This is our back-office broker-dealer, who supports us and provides us the resources to best serve you as our client here at O’neill Asset Management.
What is a Fiduciary?
A fiduciary is defined by the legal and ethical requirement to put your best interest before their own.
How do I set up an appointment?
We ask that you call our office to schedule a meeting. We can meet in-person, via phone, or Zoom.
How often will we meet to review my portfolio and it’s performance?
We ask our clients to commit to bi-annual portfolio reviews.
What Is a SmartVestor?
A “client-first” approach, we are Independent Investment Advisors – which means we are held to the highest fiduciary standard.
What Do You Love About Your Job?
Why SmartVestor Pro?
Do Clients Ever Leave You?
How Do You Make Money?
How do You Engage with Us?
When to contact us
Personal or life changes
-Marriage or Divorce
-Change in Employment
-Birth or death in the family
-Lawsuit
Financial changes
-Inheritance
-Significant debt repayment that may free up cash
-Work-related bonuses
-Buying or selling a primary residence, rental property or a vacation home
Legacy Planning issues
-Long-term care
-Asset transfer
-Generational planning (i.e 529, UTMA or UGMA)
-Charitable giving
