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Team

William J. O’Neill, AIF®
Managing Director, Wealth Manager

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William J. O’Neill, AIF®,  is a seasoned financial professional with over 25 years of entrepreneurial experience and a strong foundation in investment property ownership. A graduate of Merrimack College with a Bachelor’s degree in Finance, Bill holds Series 7, 63, and 65 securities licenses, along with the prestigious Accredited Investment Fiduciary® (AIF®) designation.

 

Bill’s unique blend of hands-on business experience and deep financial expertise positions him as a trusted advisor in wealth management, tax strategy, and real estate securities. His approach is grounded in integrity, education, and a commitment to helping clients navigate complex financial decisions with clarity and confidence.

Sean D. Whalen, CFP®, MSF, CPWA®
Managing Director, Wealth Manager

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Sean D. Whalen, CFP®, MSF, CPWA® has over 25+ years of experience in financial services and wealth management. He started his love for investing early on. He made his first investment in a stock before he was a teenager with help from his mother and father. He studied business and finance at Seton Hall University and later got his Master’s in Finance at Brandeis University. He started his investment career at Bear Stearns then Morgan Stanley in Boston. The Boston offices were some of the top offices in the country year in and year out, so it was a great place to learn from. He later transitioned to Sovereign Bank (later know as Santander Bank) and helped build out the wealth management program there. The last decade he has spent his time in the independent wealth management channel where he thinks clients are best served. His focus is financial planning, wealth and investment management and tax deferral strategies when selling real estate or a business.

Dennis P. Chandler
Financial Consultant

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Dennis P. Chandler has over 35 years of experience in investment management, financial services and global client management.  Dennis received his undergraduate degree in economics from the University of Massachusetts, Amherst and earned his MBA from the Carrol School of Management at Boston College.  Additionally, Dennis holds Series 7, 63, and 65 securities licenses with FINRA.  

 

Dennis has extensive experience across investment management, banking and financial services, having held positions as SVP, Relationship Manager for Old Mutual Asset Management, Managing Director, Global Client Management with the Bank of New York Mellon and most recently as Chief Operating Officer for Asset Strategy.   

Contact

Address

8 Pleasant Street
Suite 2-B
South Natick, MA 01760

Contact

Strategic Wealth Management
508-975-3700

DISCLAIMER:

This site, including videos and material, is for informational purposes only and does not constitute an offer to buy or sell any investment. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.

 

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against a loss. Alternative investments involve specific risks that may be greater than those associated with traditional investments which include, but not limited to, illiquidity, loss of entire principal, declining market values, and tenant vacancies and may be offered only to clients who meet specific suitability requirements, including minimum income & net worth parameters.

 

There are material risks associated with investing in private placements, Delaware Statutory Trusts ("DSTs") and real estate securities including the potential loss of the entire investment principal, illiquidity, tenant vacancies impacting income and revenue, general and real estate market conditions, lack of operating history, interest rate risks, competition, including the risk of new supply coming to market and softening rental rates, general risks of owning/operating commercial and multifamily properties, short term leases associated with multi-family properties, financing risks, potential adverse tax consequences, general economic risks, development risks, long hold periods, and investors should read the PPM carefully before investing paying special attention to the risk section.

 

DST 1031 properties are only available to accredited investors (typically have a $1 million net worth excluding primary residence or $200,000 income individually/$300,000 jointly of the last three years) and accredited entities only. If you are unsure if you are an accredited investor and/or an accredited entity please verify with your CPA and Attorney.

 

Strategic Wealth Management offers securities through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Advisory services offered through Concorde Asset Management, LLC (CAM), an SEC registered investment adviser.

 

To access Concorde’s Form Customer Relationship Summary (CRS), please click here. CIS and CAM are also independent of the Alliance companies listed herein. All entities do not offer tax or legal advice. Please consult with the appropriate professional regarding your individual circumstance.

 

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