Tailored Wealth Management

Niall is a Private Wealth Advisor to ultra-high-net-worth investors and lead member of the Gannon Group.  He has been recognized as one of the nation’s top 100 Financial Advisors by Barron’s and Registered Rep.   He is author of Investing Strategies for the High Net-Worth Investor: Maximize Returns on Taxable Portfolios (McGraw-Hill, 2009).  In 2018 he published The Efficient Valuation Hypothesis in Seeking Alpha.  Niall has appeared on CNBC & National Public Radio and been quoted in the New York Times, Wall Street Journal, and Barron’s.  His research has been featured or quoted in ten books and academic articles by other authors. Niall has addressed the CFA Institute, Institute for Private Investors, Portfolio Management Institute, Family Office Exchange and Tiger 21. Niall is affiliated through various roles with the Institute for Private Investors, CFA® Institute Committee for Investment Policy, The Papal Foundation, Roman Catholic Foundation and Cor Jesu Academy. He co-founded the Rev. James Kisero Children’s clinic in the village of Bolo, Kenya.  He is a past board member of Junior Achievement, Connections to Success, St. Louis Variety, St. Louis Irish Arts and the Annual Catholic Appeal. Niall received the Silver Congressional Award, President’s Volunteer Service Award, alumnus of the year at The Citadel School of Business, PMI Portfolio Manager of the Year Award, and is a member of The Order of St. Louis the King.  He is a graduate of The Citadel and served in the US Army Reserve as an M1-Abrams tank platoon commander.

1. Introduction.- 2. Average Americans: Stories of "Ordinary" Success.- 3. Wealth:  How Much Do You Need; How Much Is Enough.- 4. The Growth of American Wealth: Its Impact on the Average Household Compared with the Forbes 400.- 5. The Six Robbers of Wealth and How to Avoid Them.- 6. The Wealth Lifecycle: From Building It to Passing It On.- 7. The Efficient Valuation Hypothesis: The Long View.- 8. Asset Allocation: Choices and Challenges.- 9. Defining Moment: Your Objectives, Assumptions and Other Factors Affecting Long-term Returns.- 10. Taxation at the Top: Its Long-Term Effect on Assets.- 11. Portfolio Optimization: The Impact of Taxation, Turnover, and Time Horizon on Net Returns.- 12.  Building Your Investment Team.- 13.  Educational Resources for Investors.- 14.  Spending:  How Much Is Too Much?.- 15.  Philanthropy: What You Need to Know to Donate Wisely.- 16.  Gifting and Estate Planning:  Determining the Right Time to Transfer Wealth.- 17.  Epilogue.

"Tailored Wealth Management: Exploring the Cause and Effect of Financial Success (Palgrave Macmillan) is applicable to all investors at any stage of their lives. It addresses three pillars of wealth: identifying and building it, managing it, and deploying it. As such, the book can be read as a wealth life plan. ... Tailored Wealth is a valuable book both for financial advisors and DIY investors. Most of it is easy-to-read text, with the occasional case study thrown in to illustrate the pillars of wealth." (Brenda Jubin, Seeking Alpha, seekingalpha.com, February, 2019)

“Tailored Wealth Management: Exploring the Cause and Effect of Financial Success (Palgrave Macmillan) is applicable to all investors at any stage of their lives. It addresses three pillars of wealth: identifying and building it, managing it, and deploying it. As such, the book can be read as a wealth life plan. … Tailored Wealth is a valuable book both for financial advisors and DIY investors. Most of it is easy-to-read text, with the occasional case study thrown in to illustrate the pillars of wealth.” (Brenda Jubin, Seeking Alpha, seekingalpha.com, February, 2019)