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Tanistry Wealth Management

At Tanistry Wealth Management, we’re devoted to providing our clients with the tools and expertise necessary to secure the future they envision for themselves and their families.

Financial Planning
Strategic financial planning
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Welcome to Our Wealth Management Platform

Comprehensive Wealth Management Solutions Tailored to Your Needs

Holistic financial planning for long-term success.

Expert investment management to grow your wealth.

Explore Our Services

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Meet the Experts

Our Team

Peter J O'Neill

Managing Partner

As a managing partner and co-founder of Tanistry Wealth Management, Peter’s goal is to serve as the client’s advocate and provide ongoing financial advice to them through his wealth of knowledge and accessibility. Once informed of the clients’ financial needs and goals, he is able to arrive at recommendations appropriate for and specifically customized to each family in order to build a lasting relationship.

With 25 years of experience in the financial services industry, Peter has gained significant insight and knowledge into a variety of financial topics, providing him with the in-depth understanding necessary to solve a range of financial issues. He is currently affiliated with Summit Financial, LLC, in Parsippany, New Jersey.

He graduated with a BS in accounting from Seton Hall University in 1990. Peter is an active leader in his community of Randolph, New Jersey, where he lives with his wife and three daughters. He coaches basketball and softball and serves as Chairman of the Randolph Softball Committee.

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  • Our Mission

    At Tanistry Wealth Management, our mission is to provide personalized financial solutions that empower our clients to achieve their financial goals. We are committed to delivering exceptional service and expert advice to help you navigate your financial journey.

  • Our Vision

    We envision a future where everyone has access to financial expertise and resources that enable them to make informed decisions and secure their financial future. Our goal is to be a trusted partner in your financial success.

  • Our Values

    Integrity, excellence, and client-centricity are at the core of everything we do. We believe in building long-term relationships based on trust and transparency, and we are dedicated to delivering results that exceed your expectations.

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Join Our Community of Successful Clients

Become a part of our growing family and take the first step towards securing your financial future.

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Get in Touch with Tanistry Wealth Management

Our team is ready to assist you with expert financial advice and wealth management solutions.

  • Office Hours

    Monday-Friday 9:00 am to 5:00 pm

  • Our Address

    4 Campus Drive
    Parsippany, NJ 07054

  • Contact Us

    Phone: (973) 292-5431
    Email: poneill@tanistry.com

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