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

Family Legacy

Financial considerations for multigenerational households

May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read Now
Wealth Planning

The art of making your estate plan matter: Using your superpower as a “wise giver”

May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now
Outlook

What April’s solid jobs report means for the stock market and interest rates

May 5, 2025The April 2025 jobs report underscored the labor market’s resilience in the face of trade policy uncertainties and recent market volatility.Read Now
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