Neel Shah - Lawyer, Plainsboro, NJ

Lawyer Neel Shah, Esq., CEPA, CFP®, is a seasoned attorney and financial advisor with over 25 years of experience in wealth, estate, and tax planning. As Co-CEO and Partner at Omni 360 Advisors LLC, Neel leads a multidisciplinary team that integrates legal, tax, and financial strategies to help individuals, families, and businesses achieve financial security and legacy preservation.

Lawyer Neel Shah expertise spans asset protection planning, business succession, retirement and IRA planning, ESG investing, and professional fiduciary services. He founded Shah & Associates, P.C. (now Omni Legacy Law) and Beacon Wealth Solutions, which merged into Omni 360 Wealth, Inc. in 2023. His holistic approach ensures that clients receive comprehensive, fiduciary-level guidance.

Based in Plainsboro, New Jersey, Neel serves clients throughout New Jersey, New York, Pennsylvania, and beyond. He is also a sought-after speaker and educator, frequently presenting on topics related to integrated tax, legal, and financial planning.

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