A complete list of active advisors currently associated with Omega Wealth Management, LLC
Warmer can help you find a great advisor at Omega Wealth Management, LLC or one who fits your needs even better.
Omega Wealth Management, LLC is a newly registered investment adviser that offers wealth management, financial planning, and retirement plan services to individuals, families, businesses and institutional clients. The firm provides fee-based advisory services and consulting engagements and manages client accounts on a non-discretionary basis, implementing advice only with client approval. Portfolios are constructed with a mix of mutual funds, ETFs, individual equities, fixed income and options, using fundamental security analysis alongside macro and market-cycle considerations and periodic rebalancing consistent with modern portfolio theory. The firm emphasizes ongoing account supervision and tailors investment strategies to each client’s goals, risk tolerance and time horizon, and may engage third‑party managers or institutional share classes when appropriate. Noteworthy for a manager in this category, the firm’s principals are licensed insurance producers and the firm discloses the receipt of insurance commissions and related conflicts of interest, alongside offering limited‑scope hourly consulting in addition to comprehensive planning — practices that are uncommon among peer investment managers. The adviser is newly formed with no reported assets under management and discloses conflicts and mitigants around rollovers, insurance sales, and fee arrangements while noting its principals’ multiple financial and insurance credentials.
To learn more about the advisors currently working at Omega 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.
Name |
Location |
Years of experience |
|---|---|---|
Charlotte, NC
| 11
|
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