Sean O'Neill - RBC Wealth Management - Annapolis, MD
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Sean  O'Neill - Annapolis, MD
Sean O'Neill, CFP®, CRPS® 
Vice President - Financial Advisor
1906 Towne Centre Blvd.
Suite 375

Annapolis, MD 21401
Map & Directions

Phone: (410) 573-6723
Toll Free: (888) 808-6032
Fax: (410) 573-6701

Sound Advice You'll Want To Hear

"You never really understand a person until you consider things from his point of view."
- Harper Lee, To Kill A Mockingbird


Welcome

I work with business owners, retirees, executives and their families to design a custom-built plan to help simplify their financial lives and live their ideal lifestyle. I do this by guiding clients through a seven-step process that develops a mutual understanding and includes regular plan reviews.
 


Investment Philosophy

After determining your goals, I use your interview responses to determine your volatility comfort zone. I do not have a one-size-fits-all solution. Since everyone has their own tolerance for turbulence, I customize your portfolio with the goal to limit it for your volatility comfort zone and possibly use investments you already own so you do not incur additional charges.

We try to limit volatility by using Modern Portfolio Theory — a scientific formula that determines the proper mix of stocks, bonds, cash and sometimes alternative investments — with a tactical slant. The key to this program’s success is remaining disciplined to maintain the proper allocation, and rebalancing on a regular basis so we naturally “buy low and sell high.”

 


Estate Planning Rule #1: Spouses Come First

UntilDeathDoUsPart.jpgWhen you think about estate planning, your children and grandchildren are probably the loved ones that initially come to mind. But for most people, the first step is usually transferring wealth from one spouse to another. We can help ensure your husband or wife lives comfortably for the remainder of his or her years before transferring the family legacy on to your heirs.

Learn more in our special report Until Death Do Us Part: Then Everything Can Change and contact us today to learn how we can help.


Financial Markets Commentary—The Biosimilar Revolution

GlobalInsight.jpgReplicas of the most exotic, expensive specialty drugs are about to hit the U.S. for the first time. The coming transformation in the health care sector will likely bring major opportunities and challenges for biotech and pharma companies for years to come. Read the full economic outlook in the latest edition of Global Insight. You may also be interested in:


Taking the Next Step
Whether you're a current client who would like to review your portfolio, or a potential client that would like to learn more about my approach, I would love to hear from you.  To set up a consultation click on the Contact Me box.

Contact Me


Sean O'Neill is currently registered to conduct business with residents of the following states: CA, CO, DC, DE, FL, MD, NC, NH, NJ, NY, OH, PA, SC, VA

Non-U.S. residents click here. Please note that not all of the services and products mentioned in this site are available in every state. The information within this web site has been prepared for informational purposes only and is not an offer to buy or sell, or a solicitation of an offer to buy or sell, any security or instrument or to participate in any particular investment or trading strategy.


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