Winged Wealth Management & Financial Planning

Serving the Military & Veteran Communities

Financial Planning for Military Families

Winged Wealth provides Comprehensive Financial Planning designed specifically for military personnel, veterans and their families.

Plan from the target back…

Most of us think about financial advice in terms of buying and selling investments– perhaps picking the next Amazon before it goes pure vertical.

Winged Wealth serves the military and veteran communities, helping successful, busy families define and hit their targets.  We bring you:

  • Organization: Bringing order to all seven of your financial domains: cash flow, insurance, estate planning, investments, college planning, tax planning, and retirement planning.
  • Accountability: Developing goals and breaking the complex into simple tasks, then staying on your wing to get the mission done.
  • Objectivity: Removing the emotion from tough decisions with professional research and advice, tailoring it to your situation and available when you need it.
  • Proactivity: Seeing around corners and developing plans for life’s transitions and milestones before they sneak up on you.
  • Education: Helping you understand your options, opportunities, and risks so you feel confident in your decisions.
  • Partnership: Joining on your wing to add professional lift and thrust to your financial plans so you can take on complexity.
Financial Planning for Military Families

How Are We Different?

  • Combat-tested fighter pilot and commander
  • Focused on comprehensive financial planning, not products and sales
  • Services on your terms, not a large corporation’s cookie-cutter approach
  • Balance between “personal” and “finance” in personal finance
    • Personal – We develop unique solutions for your family
    • Finance – Data-driven & timeless decisions that work– not trendy hype
Brian O'Neill, combat-tested fighter pilot and commander is the founder of Winged Wealth.


Winged Wealth article published in Barron's.

A Loophole Makes ‘529’ Plans Good Wealth Transfer Tools. Here’s How to Use Them.

Winged Wealth article published in CNN Business.

Financial planning is different for members of the military. Here’s what you need to know

Winged Wealth article published in Investor's Business Daily.

Newly Minted Advisors Must Choose A Fee Model

Winged Wealth article published in InvestmentNews.

Rule of law prevailed’: Advisers confident after riots at US Capitol

Winged Wealth article published in Lacey Langford, The Military Money Expert.

What You Need to Become a Military Millionaire Next Door

Winged Wealth podcast.

Fighter Pilot Focus with Brian O’Neill

Financial Advisor IQ

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