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Your Financial Professional

Webster’s Dictionary defines team as: a number of persons associated in some joint action.

Great Investors - Sir John Templeton

The world of investing contains countless individuals but few people of distinction and influence.

Estimating Retirement Income Needs

Life is full of unanswerable questions, like knowing exactly how much you will need to live comfortably during retirement.

Managing Finances after a Divorce

Divorce affects every aspect of your finances.  Here's how to cope in the aftermath of divorce.

Why Women Need to Save for Retirement

Women face unique barriers to saving for retirement.  At the same time, they have greater savings needs.  Here's how to fix the

The Cost of Waiting to Save for College

When your child is still learning how to crawl, it can seem absurd to imagine him or her moving out and starting college.

5 Major Mistakes People Make Before Retirement

A good retirement draws on a lifetime of saving and work.

Tax Me Now or Tax Me Later?

IRAs are the DIY option of retirement planning.

Options When Paying Your Taxes

You’ve probably read a lot about tax strategies and how to lower your tax bill, but how well do you know the actual process of filing? 

Taxes and Your Portfolio

Taxes are an inevitable part of investing.

We have been reminded...

of late, that sudden, sharp pullbacks in equity prices have not gone away.

15 Top Tax-Saving Ideas For Your 2015 Tax Return

Although your 2015 federal income tax return is due on April 18 (April 19 in Massachusetts and Maine), there's still time to reduce your

Consumers Are Reloading After Killing It For Years

The stock market closed up again for the fourth straight day, reflecting the positive stream of economic data.

Wall Street's Strategists About As Good As Monkeys Throwing Darts

As independent investment advisors, our goal is to help translate your assets into meaningful experiences.

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Omega Wealth Partners, Inc., Registered Investment Advisor • Omega Securities, Inc.,
Member FINRA / SIPC. All securities are offered through Omega Securities, Inc. Member
FINRA and SIPC. Omega Wealth Partners, Inc. is a registered investment advisor.
You may check the background of the firm on FINRA Broker Check.