The O’Reilly Polaniecki Group
"With our collective experience, our team is dedicated to providing intelligent guidance, and is capable of making suitable investment decisions in the best interests of our clients."
Awards and Industry Recognition
Forbes
Top Wealth Management Teams Best-In-State
2026 • 2025
About The O’Reilly Polaniecki Group
Welcome
The O'Reilly Polaniecki Group creates and manages investment portfolio strategies for a wide range of investors. Our partnership has endured for over 30 years, and through numerous market cycles. With our collective experience, our team is dedicated to providing intelligent guidance, and is capable of making suitable investment decisions in the best interests of our clients.
We view ourselves as prudent and cautious stewards of our clients' wealth. Our goal is to manage client portfolios in a manner that allows them to enjoy their lives and pursue their careers. We have earned a reputation for service, and our clients trust our judgment and ability to execute a plan and follow-up appropriately. We are proud to have served many of our clients for decades.
Meet Our Team
Family Wealth Services
Managing family wealth is often complex and requires more than just sound financial counsel. We can facilitate introductions to our family wealth specialists who offer the following services:
- Family Engagement & Governance with financial literacy programs and research-based models to help educate family members, and help guide interactions
- Family Philanthropy to initiate and/or elevate your giving and create meaningful change
- Family Lifestyle with introductions to professionals in cybersecurity, bill pay, healthcare management, private aviation, staffing, education and more
- Outsourced Family Office for support with the management of the family's financial and administrative needs
Insights
Family Legacy
The value of family engagement and governance in wealth planning
May 18, 2026Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read Now
Wealth Planning
J.P. Morgan Summer Reading List 2026
May 18, 2026Step back, recharge and find inspiration. Discover fresh ideas and renewed energy with J.P. Morgan’s Summer Reading List 2026.Read Now
Retirement
Helping your parents retire: How to get started
May 18, 2026Ensuring your parent’s successful retirement starts with a successful conversation.Read Now
Family Legacy
Family wealth services: Building in a more holistic approach to wealth management
May 18, 2026With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read Now
Family Legacy
How parents can create financially independent adults
May 18, 2026Education, communication and planning are key for successfully raising financially independent adults.Read Now
Markets and Economy
The U.S.-China relationship: A new equilibrium
May 15, 2026Diminished uncertainty could curb shocks and sharpen China and emerging-market opportunities.Read Now
Markets and Economy
Kevin Warsh is the new chair of the Federal Reserve: Here’s what that could mean for markets and investors in 2026
May 14, 2026Kevin Warsh is the new chair of the Federal Reserve. Read on to learn about his background, what could change at the Fed and what investors might want to watch.Read Now
Family Legacy
How to successfully gift to heirs
May 12, 2026Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how you can potentially hit this trifecta.Read Now
Markets and Economy
Oil shocks, inflation and the AI buildout: Investing’s biggest risks and opportunities midway through 2026
May 11, 2026J.P. Morgan Wealth Management’s Mid-Year 2026 Outlook highlights the pressure points and bright spots for investors in a world that’s moving fast.Read NowFamily Legacy
The value of family engagement and governance in wealth planning
May 18, 2026Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read NowWealth Planning
J.P. Morgan Summer Reading List 2026
May 18, 2026Step back, recharge and find inspiration. Discover fresh ideas and renewed energy with J.P. Morgan’s Summer Reading List 2026.Read NowRetirement
Helping your parents retire: How to get started
May 18, 2026Ensuring your parent’s successful retirement starts with a successful conversation.Read NowFamily Legacy
Family wealth services: Building in a more holistic approach to wealth management
May 18, 2026With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read NowFamily Legacy
How parents can create financially independent adults
May 18, 2026Education, communication and planning are key for successfully raising financially independent adults.Read NowMarkets and Economy
The U.S.-China relationship: A new equilibrium
May 15, 2026Diminished uncertainty could curb shocks and sharpen China and emerging-market opportunities.Read NowMarkets and Economy
Kevin Warsh is the new chair of the Federal Reserve: Here’s what that could mean for markets and investors in 2026
May 14, 2026Kevin Warsh is the new chair of the Federal Reserve. Read on to learn about his background, what could change at the Fed and what investors might want to watch.Read NowFamily Legacy
How to successfully gift to heirs
May 12, 2026Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how you can potentially hit this trifecta.Read NowMarkets and Economy
Oil shocks, inflation and the AI buildout: Investing’s biggest risks and opportunities midway through 2026
May 11, 2026J.P. Morgan Wealth Management’s Mid-Year 2026 Outlook highlights the pressure points and bright spots for investors in a world that’s moving fast.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.