Peter O’Neill

Private Wealth Advisor Years of Experience: 25
Address: 4 Campus Drive, Parsippany, NJ 07054

Peter J. O’Neill is a Founder and Managing Director of Tanistry Wealth Management. Peter has over 25 years of experience working with high net-worth individuals and their families. His clients include CEO’s and executives, senior wall street professionals, private business owners, entrepreneurs and physicians.
Peter lives in Randolph, NJ with his wife Janet and his three daughters. He enjoys watching each of his daughters play college sports and more importantly traveling with them.

Education
• Seton Hall University, BS in Accounting

Specialization
• Investment Planning
• Retirement Planning
• Comprehensive Estate Planning
• Risk Management and Insurance Planning
• Income Tax Planning
• Continuity & Inter-generational Planning