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Little & O'Reilly
1200 Howard Boulevard, 3rd Floor
Mount Laurel, New Jersey 08054
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Q: How does your approach differ from other financial advisors?
A: We believe effective wealth management strategy requires a modern, holistic approach. We work to understand your goals—and the motivations driving those goals. Throughout our work with you, we want to help keep you and your assets on the right track and moving in the direction you want.
Wealth Management Advisor
Advice and guidance for clients who expect more
For clients who value a meaningful financial relationship based on clear strategies customized to your goals, Little & O'Reilly Wealth Management is committed to offering the skill and experience needed to help high achievers manage significant wealth across multiple generations. Led by Matthew Little and Neal O'Reilly, the team offers a different and distinct approach to wealth management—one that's based on a deep understanding of your family's needs and objectives. We want to become a valued and trusted resource for you.
It’s our privilege to address the often-complex financial needs of a distinguished clientele. At Little & O’Reilly Wealth Management, we work with people who appreciate the devotion of caring advisors. On their behalf, we provide our diverse competencies and attentive, personal service. We work with leading management, entrepreneurs, philanthropists and prominent families. We're ready with advice and guidance as they create opportunity through new businesses, as they work to serve the greater good through charitable causes or when they invest in another place to call home.
We also work closely with affluent clients as they use the processing of preparing for retirement to design the kind of life they always wanted. Our team supports clients to help them invest for the long term, so when they are ready to choose their dreams of tomorrow, their assets will be ready, too.
Whatever your extraordinary dreams, we work to embrace them with proactive service, fresh thinking and new ideas. Our goal is to offer strategies designed to support you wherever you are now in life—and more importantly, where you want to go.
Q: Market risk is just one of many types of financial risk. How does your approach address these other wealth concerns?
A: Of course, preserving your assets in the investment arena is of the utmost importance and we strive to avoid taking unnecessary risks to pursue short-term gains. We also look for ways to help you manage risk from interest rate swings, taxes, debt service, insurance costs, and many other factors that could have a negative impact on your assets.
Wealth Management Advisor
Offering you a different level of integrated wealth management
At Little & O'Reilly Wealth Management, we take a dynamic and active approach to managing wealth. Our goal is to help you define, shape and develop real-world strategies for pursuing your goals. We believe wealth management should prepare you for challenges you face every day and for your larger aspirations.
You'll find our thorough methodology takes into account your income, your spending, liabilities, taxes, planned giving and wealth transfer goals. We take you step-by-step through every recommendation we make so that you understand our rationale—and you're comfortable with moving forward.
Managing for today
For clients with substantial income and assets, managing their day-to-day financial lives can eat up their time. With our financial concierge services, we help you with concentrated stock, stock options, income and expense management, insurance coverage and much more. We also offer you access to credit and lending services through Bank of America. It's an approach to integrated financial management you can rely on—day-in and day-out.
Looking ahead to tomorrow
Our team works closely with you to develop longer-term financial and investment strategies based on your vision for the future. Together, we can consider what you want your life to look like in 5, 10 or even 20 years or more into retirement. We can look at where you want to live, what you want to own and if you want to help your children and grandchildren pay for college.
Offering strategies for the next generation
Our team is experienced at working with multiple generations, helping various members with their individual financial considerations. For your children, grandchildren and other loved ones, we can advise and guide you on tax-advantaged gifts and separately managed accounts. Our team, along with specialists from Merrill Lynch and Bank of America, can consider trusts and other estate planning strategies that may also fit into your legacy planning. Just as important, when it's time for assets to be passed on, we can offer a single point of coordination to help your family move forward.
"We want clients to view their financial advisor as a dedicated resource to help them step-by-step on their financial journey. Our team has helped five generations of investors prepare for tomorrow. We want to do the same for clients' next generation."
Portfolio advice and guidance designed to help you pursue the life you want
We believe that our decades of combined experience working with affluent families has helped us to develop a clearly defined process that sets us apart from many other financial advisors. We look at your present holdings and evaluate how they are working toward your goals. We talk about how much risk you're comfortable with and how much liquidity you want.
From there, we develop portfolio recommendations specifically targeted to each of your objectives. We look for opportunities to generate absolute returns while seeking to preserve your capital.
A disciplined investment process
Using the investment resources and capabilities of Merrill Lynch, our team can evaluate your investment horizon against current financial trends, market activity and your objectives. We can consider:
"Because we serve some of the world's most accomplished and successful families, our financial advisors have to offer a higher level of service. You'll find us where the clients are, listening to their goals and finding ways to help them pursue the lifestyles they want. For 100 years, we've known that managing wealth is about working to enhance tomorrow's potential."
U.S. Wealth Management Market Executive
Helping you pursue retirement on your terms
At Little & O'Reilly Wealth Management, we believe a smart retirement strategy begins years before the last day of work. In fact, if you're like most of the clients we serve, your idea of "retirement" is far more full-bodied than that of earlier generations. We have guided many clients as they started second careers, pursued advanced degrees, enjoyed philanthropic pursuits and traveled extensively. Our retirement strategies are driven by how you define retirement—and where you want it to take you.
Understanding the cost
The leap from wage or equity-based compensation to living on your invested assets can be disconcerting. It's a natural concern considering that your retirement could last 30 years or more. Fortunately, our team has helped a generation of clients make the transition to retirement. We can help you develop a clear idea of how much you'll need to live comfortably, as well as a variety of retirement income and distribution options that consider your daily subhead needs and wealth preservation goals.
Managing your expenses
We find expenses are the single most pervasive risk to retirement portfolios. At your request, we can run simulations than can give you an idea of how long your assets might last at your present rate of consumption. Our goal is to help align your assets and their potential with your goals, whether you want to purchase a vacation home, travel the world, or set aside funds for special purposes, such as health care, wealth transfer or charitable giving.
Mitigating taxes and inflation
However carefully you take distributions, taxes and inflation can deplete your portfolio. We look at ways to develop tax minimization strategies, consider postponing distributions of tax-deferred assets and seek investments that adjust with inflation.
Preparing for the unexpected
Sometimes life doesn't always lead where we want it. In helping retirees preserve their income, we can recommend strategies and contingences for the loss of a loved one, long-term disability or sustained market downturn—all events that could deeply impact your financial future.
"The best part of my job is helping clients discover and use all of the tools and resources Merrill Lynch has to help make their financial lives run more smoothly. Whatever a client's financial needs are, we're there to help with service and guidance, every step of the way."
Robert Ebling, CRPC®
Registered Senior Client Associate
Meet our experienced team
Our team works with only a select number of clients to whom we can give a high degree of personal service and attention. We're committed to serving clients by understanding their needs, communicating regularly and proactively guiding them on strategies to take advantage of current opportunities. We strive to make client priorities our priorities.
We are committed to offering you insightful, practical guidance to help you preserve and grow your assets, for this generation and the next. Each member of our team has years of experience working with extraordinary clients, bringing key skills and competencies across the entire spectrum of financial services and wealth management.
Wealth Management Advisor
Wealth Management Advisor
Registered Senior Client Associate
Some, or all, alternative investments may not be suitable for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments. For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.
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Matthew Little is registered to do business in : CO, CT, DE, FL, GA, ID, IL, KS, MD, MI, MN, NC, NH, NJ, NY, OH, PA, TN, TX, WV
Geoff Degener is registered to do business in : DE, FL, MN, NC, NH, NJ, NY, OH, PA, TX
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