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

Markets and Economy

The case against gold and why it’s wrong

February 13, 2026Delve into the factors driving gold's rally and the risks that could undermine its performance.Read Now
Markets and Economy

January jobs report shows 130,000 new jobs, slightly lower unemployment: What it signals for 2026

February 12, 2026The January jobs report offers an early read on the 2026 labor market. Learn what the latest employment data may signal for growth, inflation and interest rates.Read Now
Markets and Economy

What you need to know about the affordability debate

February 11, 2026Why does weak consumer sentiment diverge from market optimism – and what might policymakers do about it? Read our Global Investment Strategy team’s full report.Read Now
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