OUR STRATEGIC MISSION
Although separate firms, O'Neill & Neylon and Family Wealth Architects LLC are affiliated in such a way as to provide a wide range of legal and investment advisory services. Whether providing legal services or investment advisory services, each of our affiliated firms works with our clients to devise an overall strategy to achieve their goals. Each of the firms then implements the chosen strategy using various estate planning and/or investment tactics, as applicable, and monitors these choices on an ongoing basis.Our clients are successful individuals who appreciate our ability to guide them through today's increasingly complex tax and investment environment. We strive to build long-lasting relationships with executives, entrepreneurs, small business owners, and retirees. We endeavor to help these clients protect, preserve, and grow their legacies in accordance with their individual and family goals and needs. We are proud of the relationships we have built with our clients and appreciate their trust and confidence in us. Our clients know that we are committed to their long term success and happiness and that of their families.
We often serve several generations within a family or different branches of the same family. Our clients often recommend us to their family members, friends, and colleagues. In many instances, we are honored to serve as our client's trustee or executor, or to serve as co-trustee or co-executor in concert with a member of the client's family.