Peter J. O'Neill Email & Phone Number

There are a plethora of options available to you to reduce taxes and build wealth...But what is the right recipe for you and your business?Think about the number of times you are bombarded with information about where to invest your money (usually in the traditional routes)......and how you need to take numerous steps to keep Uncle Sam from bothering your business.With all of this information hitting you all at once your head may start to spin.What you're looking for is a formula. I know this because I've helped numerous business owners successfully implement one to grow wealth with proactive tax reduction and little-known alternative investment strategies.Let me introduce you to my Atomic Wealth™ strategy - designed to reduce your tax exposure and give you access to investment classes that USED to be reserved for only the highest net worth.I'm talking about gaining access to...-Professional Sports Teams-Private Equity Firms-Private Securities & Fixed Income PortfoliosPerhaps you've always wanted to break into the alternative investment space...but didn't have the right resources to get started.Or maybe you're looking to reduce your personal or corporate tax exposure.Regardless - the Atomic Wealth™ strategy can work for you.Simply leave me a message if you'd like to learn more.Investment advisory and financial planning services offered through Summit Financial, LLC, an SEC Registered Investment Advisor. Securities brokerage offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207 (“PKS”). PKS and Summit Financial, LLC are not affiliated companies. The views and opinions expressed on this page are solely those of the author and should not be attributed to Summit Financial LLC. Neither the Advisor or Summit Financial LLC are affiliated with LinkedIn, Inc. or the LinkedIn, Inc. service. Any non-Summit URLs or external websites mentioned on LinkedIn are unaffiliated with Summit Financial LLC. We have not verified the information and opinions found on those third-party websites, nor do we make any representations as to its accuracy or completeness. Neither Summit Financial, LLC, or its affiliates endorse third-party products and services or privacy and security policies. You should review any third-party's policies, terms, and conditions. None of the statements on this page is intended to recommend any security, service, or product or to provide investment, tax, or any other advice. We cannot accept endorsements and recommendations.

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  Seton Hall University

  Accounting