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Do You Owe The AMT?

American educational reformer Horace Mann called education “the great equalizer.” In football, it’s been said ...

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What is the Value of Your Business?

In the second quarter of 2023, more than 2,300 small businesses were sold. The median ...

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Immediate vs. Deferred Annuities

Despite not being as well known as some other retirement tools, annuities account for 6.5% ...

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Neel Shah, Esq., CEPA, CFP®

Management Team

CO-CEO | Partner | Attorney | Financial Advisor

ASSET PROTECTION PLANNING BUSINESS SUCCESSION PLANNING ESTATE PLANNING FINANCIAL PLANNING ASSISTANCE INVESTMENT OVERSIGHT SERVICE PROFESSIONAL FIDUCIARY SERVICES RETIREMENT PLANNING & IRA PLANNING RISK MANAGEMENT SERVICES TAX REDUCTION PLANNING ESG Investing

ABOUT NEEL

Neel Shah has more than 20 years’ experience assisting clients in all aspects of wealth, estate and tax planning and is committed to preserving and growing his clients’ wealth. Neel is directly involved with investment management for our clients and manages the wealth individuals, families & business. He is also an experienced attorney in the fields of estate planning, business law, and tax law.

A BRIEF HISTORY

Neel believes that families, professionals and entrepreneurs are best served by independent advisors. His investment management and financial planning guidance is totally independent and aligned to support the client’s best interests. Neel is a rare breed of wealth management advisor, because he has strong credentials in the additional areas of taxes, finance and the law. In addition to being a wealth manager, tax strategist and attorney – Neel Shah is also a frequently sought-after speaker and author Neel is a Certified Financial Planner™ and has a B.S. degree in Finance and a J.D. (Law) degree. Omni 360 clients directly benefit from this experience by being invited to workshops each year, which cover the latest news and valuable advice for tax planning, estate planning and investment management. Neel is a member of the Academy for Preferred Financial Advisors Neel graduated from Benjamin and Cardozo School of Law (Yeshiva University). He is admitted to the practice law in the state bars of New Jersey, New York, Pennsylvania, Washington D.C. (inactive)

LATEST REELS

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Neel is engaged, or continues to be engaged, to provide investment advisory services.
Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Careers/Open Positions

Explore all available job
listings and become a part of an amazing team.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts
Do You Owe The AMT?

American educational reformer Horace Mann called education “the great equalizer.” In football, it’s been said ...

See more
What is the Value of Your Business?

In the second quarter of 2023, more than 2,300 small businesses were sold. The median ...

See more
Immediate vs. Deferred Annuities

Despite not being as well known as some other retirement tools, annuities account for 6.5% ...

See more