A complete list of active advisors currently associated with AlphaOmega Wealth Management, LLC

Warmer can help you find a great advisor at AlphaOmega Wealth Management, LLC or one who fits your needs even better.

AlphaOmega Wealth Management is a state-registered independent advisory firm that serves individuals (including high-net-worth clients), corporations, and employer plan sponsors with investment management and both ongoing and project-based financial planning services. As of the most recent filing the firm reported roughly $20.2 million in discretionary assets under management and a small client base of 26 relationships. The firm provides continuous, discretionary portfolio supervision tailored to each client’s stated objectives and risk tolerance, developing written investment policies and asset-allocation targets for individual accounts. Its investment process combines passive and active approaches and may use fundamental, technical, and charting analysis; accounts are reviewed regularly and clients may impose reasonable, written restrictions on investments. Notably, the firm also provides employee benefit plan services to employer plan sponsors—assisting with plan monitoring, investment option selection, and participant education—a service offered by only a minority of comparable independent advisers. The firm’s principal maintains a CFP® designation and an academic role teaching personal finance, and the practice operates with a modest client roster and a negotiable household minimum, reflecting a boutique, advisory-focused model rather than a larger institutional platform.

To learn more about the advisors currently working at AlphaOmega Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.