Testimonials From Our Clients
Hear directly from our clients about their experience at O'Neill Private Wealth.
I was referred to Brian and have been a loyal client ever since. Over the years, Brian has remained a steadfast and responsible manager of my investments and wealth plan. I trust him implicitly. His knowledge and advice helped increase the value of my investments. His wise counsel has proven beneficial time and time again. "Hold fast when necessary, anticipate when to make changes." I appreciate that he continues to educate himself and take on new challenges to ensure he is bringing the best to his clients.
I value Brian's transparency when he communicates with me. He actively listens and is very responsive. He adjusts my wealth plan to account for any changes in my personal circumstances. We meet regularly, but additionally, Brian will always make himself available if I feel the need to discuss financial matters outside of our scheduled meeting times.
I would absolutely recommend Brian as an Investment Advisor and am so happy that he was recommended to me years ago.
I value Brian's transparency when he communicates with me. He actively listens and is very responsive. He adjusts my wealth plan to account for any changes in my personal circumstances. We meet regularly, but additionally, Brian will always make himself available if I feel the need to discuss financial matters outside of our scheduled meeting times.
I would absolutely recommend Brian as an Investment Advisor and am so happy that he was recommended to me years ago.
Mary Picard
As of March 13, 2020"I was referred to Brian and have been<br>
I have been a client for over 15 years. Together we have grown my portfolio substantially which has enabled me to live the lifestyle I wanted. When I talk to Brian about my intentions for making large purchases, he always helps me time my withdrawals to optimize any tax efficiencies. The profits from my investments have allowed me to purchase a new car every three years and covered my extensive home renovations.
The biggest challenge Brian and I worked together on this year was the cash purchase of a new home. I told Brian how much money I required for the home purchase and the closing date. Brian met the challenge head-on and kept me informed of his strategy and progress. Brian made all the arrangements for the bank draft for the lawyer and made it possible for the cash purchase of my new home. I am so thankful for all the hard work he did to raise the money and meet the closing date deadline.
I would definitely recommend Brian. He makes himself available for face-to-face meetings to discuss wealth planning and is prompt in returning phone calls. He has given me excellent financial advice and I look forward to continuing to work with Brian.
As of February 4, 2020
The biggest challenge Brian and I worked together on this year was the cash purchase of a new home. I told Brian how much money I required for the home purchase and the closing date. Brian met the challenge head-on and kept me informed of his strategy and progress. Brian made all the arrangements for the bank draft for the lawyer and made it possible for the cash purchase of my new home. I am so thankful for all the hard work he did to raise the money and meet the closing date deadline.
I would definitely recommend Brian. He makes himself available for face-to-face meetings to discuss wealth planning and is prompt in returning phone calls. He has given me excellent financial advice and I look forward to continuing to work with Brian.
June Slee
As of February 4, 2020
"He has given me excellent financial advice and I look forward to continuing to work with Brian."
"We have been Brian's clients for over 16 years. He has helped our family grow and protect our wealth. After a thorough discovery, he determined our risk level and built a portfolio aligned to our goals and comfort zone. It is diversified and tailored to our circumstances and desired progression into retirement. We have full confidence that he will optimally guide us through our transition into retirement and help us preserve our assets.
Brian is helpful and attentive to our questions. He has proven to be a great resource during income tax time. His approach is thoughtful and mindful of tax implications. The planning aspect he provides helps a lot before we file. Additionally, the guidance he has provided for estate planning has been very beneficial. We feel prepared and protected for that transition.
Even though we have moved out of the local area, we kept Brian as our trusted Investment Advisor. We feel connected because of his proactive communication through phone and email. Brian's experience and knowledge in this field gives us great comfort. We are happy to have him help navigate this aspect of our life."
As of February 4, 2020
Brian is helpful and attentive to our questions. He has proven to be a great resource during income tax time. His approach is thoughtful and mindful of tax implications. The planning aspect he provides helps a lot before we file. Additionally, the guidance he has provided for estate planning has been very beneficial. We feel prepared and protected for that transition.
Even though we have moved out of the local area, we kept Brian as our trusted Investment Advisor. We feel connected because of his proactive communication through phone and email. Brian's experience and knowledge in this field gives us great comfort. We are happy to have him help navigate this aspect of our life."
Ken & Sarah Caldwell
As of February 4, 2020
"Even though we have moved out of the local area, we kept Brian as our trusted Investment Advisor."
"I am so thankful for the guidance Brian has given me over the past 20+ years. The support and advice he provides is very impactful to my family's financial well-being.
I always look forward to meeting with Brian because he actively listens to me, makes me feel heard and dedicates ample time to discuss the portfolio, changes and what is new. As my family and I grow older, some needs and goals have evolved with time and changing circumstances. He seamlessly adjusts my overall wealth plan to accommodate for this.
We've benefitted tremendously from his approach to helping grow, manage and protect our wealth. The outcome and growth speaks for itself. I feel secure knowing what I have worked for is being handled by Brian - a good man who cares and has extensive experience and knowledge. It is reassuring knowing that he is looking out for our best interests.
So...thank you Brian. Thanks for always being there to answer my questions and solve any problems that may arise."
As of February 12, 2020
I always look forward to meeting with Brian because he actively listens to me, makes me feel heard and dedicates ample time to discuss the portfolio, changes and what is new. As my family and I grow older, some needs and goals have evolved with time and changing circumstances. He seamlessly adjusts my overall wealth plan to accommodate for this.
We've benefitted tremendously from his approach to helping grow, manage and protect our wealth. The outcome and growth speaks for itself. I feel secure knowing what I have worked for is being handled by Brian - a good man who cares and has extensive experience and knowledge. It is reassuring knowing that he is looking out for our best interests.
So...thank you Brian. Thanks for always being there to answer my questions and solve any problems that may arise."
Alice Jean McCarthy
As of February 12, 2020
"I am so thankful for the guidance Brian has given me over the past 20+ years."
Since becoming a client in 2008, Brian's advice has been beneficial. His guidance has been a critical driver in the growth of my wealth. I value his professional demeanor and extensive knowledge of the finance industry. I would recommend Brian to everyone.
