Senior Wealth Solutions, LLC is a privately owned and operated business with one goal in mind: to help seniors protect and shield their assets. Too many times we hear of seniors losing their nest egg to unsuitable investments, poor planning, misinformation, long-term care and unnecessary taxes.

With almost two decades of experience and knowledge, Senior Wealth Solutions — with Thomas J. O’Connell as its president and managing principal — is an ideal advisor for those seeking solid counseling and total investment planning. We utilize the latest estate planning and investment techniques to design and implement personalized plans to help reduce financial risk, lower taxes, avoid or minimize probate and protect and shield assets from expensive nursing costs. Here is a breakdown of the services we provide:

Do you have a question? Call us today. There is no charge for an initial meeting. Call 973.394.0623, or email Mr. O’Connell.

Thomas O’Connell does not give legal, tax or accounting advice. We recommend you consult your own attorney, tax advisor or accountant concerning the interpretation and revision of tax laws and regulations. Securities offered through Comprehensive Asset Management & Servicing, Inc. Member FINRA/SIPC 2001 Rte 46, Suite 506, Parsippany, NJ 07054. 973-394-0404