It’s not just what we believe – it’s how we operate.

In our business, we deal with numbers all day long. But we never lose sight of the true bottom line: the potential for wealth management to make people’s lives more meaningful.

In our view, face-to-face connections are crucial, and we work hard to develop strong personal relationships with our clients. Two of Omega’s three principals (as well as the company’s now-retired founder, Joe) succeeded as professional baseball players before they became financial advisors, an experience that taught us the value of teamwork and collaboration within our organization and with our clients.

The more clearly we understand your lifestyle and your values, the more effectively we can help you reach your financial goals. We also use state-of-the-art technology to generate independent research, model portfolios, and unbiased investment recommendations.