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Certified Financial Planners ®, Estate Planning Attorneys & Tax Lawyers, Investment Advisors, and Insurance
Agents partner with you through life's opportunities & challenges.
“The future depends on what you do today”
-Mahatma Gandhi
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Recent Posts
Probate vs. Non-Probate Assets: A Beginner’s Guide
When you start dipping your toes into estate planning, one of the first things you’ll ...
The post Probate vs. Non-Probate Assets: A Beginner’s Guide first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.
See moreHow Tariff Policies Could Shape the Economy and Your Portfolio
The buzz around tariff policies has been inescapable lately, with the Trump administration doubling down on its campaign promises to ...
The post How Tariff Policies Could Shape the Economy and Your Portfolio first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.
See moreTax Season Is Here: Are Your Witholdings on Track?
Tax season is in full swing, and with it comes the moment of truth: Are your withholdings hitting the mark? Whether you’re ...
The post Tax Season Is Here: Are Your Witholdings on Track? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.
See moreWhite Team
Siobhan Kinealy, Esq
Trusts & Estate Planning Attorney
Siobhan Kinealy is a highly skilled attorney specializing in Trusts and Estates law. Born in Ireland and growing up in Liverpool, Siobhan has a career that has spanned both sides of the Atlantic and across corporate sectors. She has a BA History (UK), an LLB Law (UK) and a JD from Rutgers- Newark. She is an active member of the Irish American Community and was awarded the Irish Echo 40 Under 40 in 2022 in recognition for her professional and personal achievements. In 2023, Siobhan joined the prestigious list of Super Lawyers Rising Stars.
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Angela Rudow
Estate Planning Legal Assistant
Angela assists all of our clients through their entire estate planning process. Together with our estate planning attorneys, she will ensure that your plan is the perfect fit for you.
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Lilian Carey
Estate Planning Paralegal
In her day-to-day role, Lilian assists with drafting and reviewing important legal documents like wills and trusts, and works closely with both attorneys and clients to make the process as smooth as possible. Her goal is to simplify complex legal information and provide clear guidance to help clients feel secure about their estate planning decisions.
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Neel Shah, Esq., CEPA, CFP®
Partner, Attorney & Financial Advisor
For the past 25 years, Neel Shah Esq, CEPA, CFP® has been dedicated to helping clients navigate all aspects of wealth, estate, and tax planning. His mission is to protect and grow his clients’ wealth through strategic and personalized legal, tax & financial solutions. Neel oversees both the lifetime & the legacy financial well-being of individuals, families, and businesses. In addition to his role as a wealth advisor, he is a seasoned attorney specializing in estate planning, business law, and tax law, bringing a comprehensive approach to wealth preservation and legal strategy.
Visit my pageSchedule 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.
Payment Portal
for Tax and Accounting Invoice
This link offers a secure, quick way to complete your payment with Omni360 Advisors LLC.
Our Social Media
Connect with us on Social Media using the following buttons:
Visit our Podcasts
Listen in, Join the Conversation!
Recent Posts
Probate vs. Non-Probate Assets: A Beginner’s Guide
When you start dipping your toes into estate planning, one of the first things you’ll ...
The post Probate vs. Non-Probate Assets: A Beginner’s Guide first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.
See moreHow Tariff Policies Could Shape the Economy and Your Portfolio
The buzz around tariff policies has been inescapable lately, with the Trump administration doubling down on its campaign promises to ...
The post How Tariff Policies Could Shape the Economy and Your Portfolio first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.
See moreTax Season Is Here: Are Your Witholdings on Track?
Tax season is in full swing, and with it comes the moment of truth: Are your withholdings hitting the mark? Whether you’re ...
The post Tax Season Is Here: Are Your Witholdings on Track? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.
See more
