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
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
Insights
Wealth Planning
Fundamental estate planning considerations
December 2, 2025As your circumstances change, it’s a good idea to revisit your wills, trusts and other estate planning documents.Read Now
Cybersecurity
How you can help protect yourself
December 2, 2025Fraudsters are now using AI to put a new, sophisticated spin on age-old scams, making personal and financial security more vital than ever. Learn what you can do to help protect yourself.Read Now
Wealth Planning
Communicating wishes when preparing for a death
December 2, 2025Communicate and plan properly to ensure that wishes are satisfied.Read Now
Markets and Economy
3 things we (and markets) are grateful for this season
November 26, 2025We give thanks for a broad-based rally, a durable economy and a powerful innovation cycle.Read Now
Wealth Planning
What will you do if you suddenly become rich?
November 25, 2025Substantial cash inflows can be disruptive if you do not create a plan to receive and manage the money.Read Now
Wealth Planning
J.P. Morgan NextList 2026
November 24, 2025J.P. Morgan NextList is a yearly collection of books and experiences curated to reflect the evolving interests of our clients. Explore the full 2026 list here.Read Now
Markets and Economy
3 key contrasts shaping market momentum
November 21, 2025AI, household trends and global trade are giving investors both reasons to feel optimistic and reasons to show caution.Read Now
Wealth Planning
A loving gift: The ethical will
November 21, 2025While a legal will or a trust is generally drafted by a lawyer, an ethical will is something that you prepare or write yourself and is not a legal document.Read Now
Wealth Planning
Changing your state of residence
November 21, 2025When moving to a new state, you may have to sever some or all of your ties to your former state; half measures can leave you open to tax claims by your former home state.Read NowWealth Planning
Fundamental estate planning considerations
December 2, 2025As your circumstances change, it’s a good idea to revisit your wills, trusts and other estate planning documents.Read NowCybersecurity
How you can help protect yourself
December 2, 2025Fraudsters are now using AI to put a new, sophisticated spin on age-old scams, making personal and financial security more vital than ever. Learn what you can do to help protect yourself.Read NowWealth Planning
Communicating wishes when preparing for a death
December 2, 2025Communicate and plan properly to ensure that wishes are satisfied.Read NowMarkets and Economy
3 things we (and markets) are grateful for this season
November 26, 2025We give thanks for a broad-based rally, a durable economy and a powerful innovation cycle.Read NowWealth Planning
What will you do if you suddenly become rich?
November 25, 2025Substantial cash inflows can be disruptive if you do not create a plan to receive and manage the money.Read NowWealth Planning
J.P. Morgan NextList 2026
November 24, 2025J.P. Morgan NextList is a yearly collection of books and experiences curated to reflect the evolving interests of our clients. Explore the full 2026 list here.Read NowMarkets and Economy
3 key contrasts shaping market momentum
November 21, 2025AI, household trends and global trade are giving investors both reasons to feel optimistic and reasons to show caution.Read NowWealth Planning
A loving gift: The ethical will
November 21, 2025While a legal will or a trust is generally drafted by a lawyer, an ethical will is something that you prepare or write yourself and is not a legal document.Read NowWealth Planning
Changing your state of residence
November 21, 2025When moving to a new state, you may have to sever some or all of your ties to your former state; half measures can leave you open to tax claims by your former home state.Read Now
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