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The O'Neill Team

The O'Neill Team is a group of financial specialists that create and implement financial plans and investment strategies for their client families.

Through execution of these specific strategies our goal is to help high income earners accumulate wealth and affluent investors preserve and grow their wealth.

Inherent in our investment philosophy is a disciplined process that produces the best results when consistently applied and emotional reaction is avoided. Our disciplined process involves the use of three primary investment elements: Strategic Asset Allocation, Global Diversification and an adherence to the fundamentals of Value Investing as followed by many of the greatest investors of our time including Benjamin Graham and Warren Buffett. This methodology has proven to build wealth over the long term, while reducing risk.