Shawn F. O'NeillShawn F. O'NeillManaging DirectorWealth Advisor
About Shawn
Shawn has been advising high-net-worth clients for over 25 years and focuses on creating customized investment programs designed to efficiently and thoughtfully grow and preserve wealth. His customized investment process will often include pretransaction strategy discussions, an asset allocation design, portfolio construction and ongoing dialogue. Shawn ensures that best practices in lending, asset purchase, tax, trust and estate planning, personal insurance and income generation are being adequately implemented and utilized. He strives to add value consistently across a relationship. Shawn leverages J.P. Morgan’s robust investment platform. He believes that true diversification continues to be one of the most impactful return-enhancing and riskreducing tools in an investor’s arsenal. This style of investing typically includes participation in some or all of the following investment categories: private credit, private opportunistic real estate, growth private equity, real assets and impact investing.All are dependent upon a client’s suitability. Shawn is also a believer in thorough and personalized attention to all areas critical to a family’s financial life—both in the present as well as for future generations. He believes in developing strong working relationships with a client’s other important trusted advisers—typically accountants, trust and estate attorneys, lenders and personal insurance coverage specialists. A graduate of Tufts University, Shawn earned a B.A. and is a 20-year member of the Tufts Alumni Admissions Program. He is currently involved in a number of notfor-profit and community organizations including The Bloedel Reserve, where he is a trustee, and the Bainbridge Island Junior Football Association, a youth tackle-and-flag football league where he is currently serving as president. Shawn is married with four children and in his spare time enjoys traveling internationally, cooking, playing guitar and coaching tackle football and basketball.
Insights
November Wrapped
December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read Now
We need to talk: Communicating your estate plan with your family
November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read Now
Market Thoughts: We've never seen a cycle like this before
November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read Now
Is the mighty U.S. dollar weakening?
November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read Now
Add fraud prevention to your holiday plans
November 16, 2022Fraudsters will be out in force. Take these steps to keep criminals from spoiling your year-end celebrations.Read Now
Municipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read Now
For your year-end tax planning, beware the wash sale rule
November 15, 2022Tax-loss harvesting can help you offset capital gains. But only if you do it properly.Read Now
With U.S. Midterm elections unclear, the economy retakes the stage
November 9, 2022Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.Read Now
Fixed income: There’s a lot to love
November 3, 2022While rate hikes have been tough on equities, bonds are once again a viable option for income and total return.Read NowNovember Wrapped
December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read NowWe need to talk: Communicating your estate plan with your family
November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read NowMarket Thoughts: We've never seen a cycle like this before
November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read NowIs the mighty U.S. dollar weakening?
November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read NowAdd fraud prevention to your holiday plans
November 16, 2022Fraudsters will be out in force. Take these steps to keep criminals from spoiling your year-end celebrations.Read NowMunicipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read NowFor your year-end tax planning, beware the wash sale rule
November 15, 2022Tax-loss harvesting can help you offset capital gains. But only if you do it properly.Read NowWith U.S. Midterm elections unclear, the economy retakes the stage
November 9, 2022Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.Read NowFixed income: There’s a lot to love
November 3, 2022While rate hikes have been tough on equities, bonds are once again a viable option for income and total return.Read Now