Daniel O'Reilly, NSSA® Advisor · Goshen, NY

Meet Daniel O'Reilly, a trusted Financial Advisor at KWM Wealth Partners, a Private Wealth Advisory Practice of Ameriprise Financial Services, LLC, located in the heart of New York. With a background as an Accredited Portfolio Management Advisor™, Daniel brings a wealth of knowledge and expertise to every client interaction. His career began with invaluable experience at a premier business and taxation law firm in the Hudson Valley, where he gained firsthand insights into legal and estate planning, laying a solid foundation for his future in wealth management.

Daniel has a proven track record, having interned at multiple wealth management and financial planning firms during his college years. This diverse experience has equipped him to understand the complex financial needs of individuals, families, and businesses, especially as they face an ever-evolving financial landscape. He chose to join KWM Wealth Partners due to its collaborative team-based approach, which unites seasoned advisors and specialists under one roof. This unique structure empowers him to provide comprehensive and tailored financial solutions, allowing clients to navigate their financial journeys with confidence.

"We pride ourselves on being a one-stop shop for our clients' unique financial needs," Daniel says. "With my dedicated team of specialists, we can tackle any challenge head-on, ensuring that no client is left to navigate their financial goals alone." His commitment to preparing clients for the "certainty of uncertainty" highlights his proactive approach in an unpredictable economic environment.

Daniel O'Reilly has earned the National Social Security Advisor (NSSA®) certification, demonstrating advanced expertise in Social Security claiming strategies.

Whether you are seeking expert guidance on investing, tax planning strategies, or social security optimization, Daniel O'Reilly is here to provide personalized solutions that meet your specific needs. Trust in a professional who prioritizes your financial success and is ready to help you achieve your goals with confidence. Contact Daniel today to discover how he can support your journey towards financial well-being.

05-21-2025

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