O'Reilly Wealth Management

Who we are

O'Reilly Wealth Management was established in 2014, built on the foundation of over 90 years of combined industry expertise. Led by Principal Lee Watson, our team of experienced financial planners is committed to providing personalized wealth management solutions tailored to each client's unique needs and aspirations. Following Mr. Watson's passing in 2022, the Practice joined forces with Emerald Associates, another esteemed St. James's Place Partner Practice.

What we do

We offer a comprehensive range of services to guide you throughout your financial journey, whether you're looking to:

• Build wealth: Establish robust financial plans and investments tailored to your goals and aspirations.
• Grow wealth: Optimize your investments and portfolio performance for sustainable growth.
• Protect wealth: Implement robust risk management strategies to safeguard your assets and mitigate potential losses.
• Preserve wealth: Develop succession plans and inheritance strategies to ensure your wealth is transferred seamlessly.

Our approach

We understand that every individual's financial situation and goals are unique. Therefore, we take a personalized approach to understanding your needs, challenges, and aspirations. Our dedicated team works closely with you to:

• Develop a deep understanding of your financial goals and objectives.
• Analyze your current financial situation and investments.
• Tailor a bespoke wealth management plan.
• Regularly review and adjust your plan to ensure it remains relevant and effective.

Our team

At O'Reilly Wealth Management, we pride ourselves on building strong, lasting relationships with our clients. Our team of experienced and qualified professionals is highly skilled in various aspects of wealth management, including:

• Investment planning and portfolio management
• Tax planning and optimization
• Retirement planning
• Estate planning and inheritance
• Risk management and insurance

Our values

Our core values guide every aspect of our client engagement:

• Integrity: We uphold the highest ethical standards and act with transparency in all our dealings.
• Client focus: Your financial success is our ultimate goal, and we prioritize your needs and aspirations.
• Expertise: Our team combines extensive experience and knowledge to deliver tailored solutions.
• Transparency: We provide clear and concise explanations of our processes, fees, and potential risks.