This is where things get personal.

When we work with you, we get to know you. We ask, we listen, sometimes we may even pry a little – but it’s all designed to really understand your goals and how we can help you reach them. We sit down with you to discuss your financial situation, lifestyle, and future needs. Then, we recommend a plan of action to help you reach your goals. We work with you in the areas of asset management, retirement planning, estate planning, education planning, and tax planning. Specific areas of service include:

  • Family Investment Planning
  • Investment Accumulation Plans
  • Retirement Income Planning
  • 401K Rollovers
  • IRAs and Roth IRAs
  • Small Business Retirement Plans

These services are offered through:

Omega Wealth Partners

Omega Securities