"You never really understand a person until you consider things from his point of view."
- Harper Lee, To Kill A Mockingbird
I focus on providing financial solutions for business owners and executives as well as their families and institutions. This process entails working with you to create a comprehensive, personalized wealth management plan that addresses your long-term goals while keeping in mind your changing short-term needs.
Global Insight – Special Report: Higher to Climb?
For over 100 years the stock market has seen extended periods of sideways patterns followed by long-term outperformance. In essence, it has been climbing a staircase. The market has already taken its next step up and a secular bull phase looks like it may be starting. It’s prudent to align portfolios for this possibility. Read more in this special edition of Global Insight.
Financial Markets Commentary: Strong Dollar Here to Stay
With the pieces in place for further U.S. economic growth, the soaring dollar should fly even higher for the next few years. Investors would be wise to “follow the dollar” as the rally likely spells good news for global equities. Read the full economic outlook in the latest edition of Global Insight.
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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.
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.