First things first: your best interests.

Our approach is founded on unbiased, objective financial advice free of any conflicts. And that means we’re always focused on the right solutions for you and your family. We recommend investment allocations and develop diversified portfolios based on your individual and your family’s financial objectives. It’s all about making the most of your means to enrich the things that mean the most to you.

At Omega, we:

  • Provide objective advice as an independently owned firm
  • Offer comprehensive, coordinated wealth management services
  • Develop a long-term relationship with you and your family
  • Always keep your interests at the forefront

Read our history, philosophy and team pages to get to know the Omega family.