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 provides discretionary and non‑discretionary investment advisory services to individuals, families, small business owners, plan sponsors, foundations, non‑profits, and endowments, and supplements portfolio management with financial planning, retirement planning, estate planning, and consulting. The firm also offers access to annuities and insurance products and makes tax preparation and tax planning services available through affiliated arrangements and platform subscriptions. The firm’s investment approach is grounded in modern portfolio theory and emphasizes globally diversified, risk‑appropriate asset allocations implemented via index/passive, multifactor, and income‑oriented programs, separately managed accounts, direct indexing, and, where appropriate, allocations to interval or private funds and option/futures overlays for hedging. Omega generally seeks discretionary authority for ongoing monitoring and rebalancing, uses third‑party robo and hybrid tools (eMoney, Morningstar, Asset‑Map, etc.), and has adopted policies addressing cybersecurity and limited, reviewed use of AI tools. Distinctive features compared with many independent peers include operating as a licensed insurance agency, the principal’s status as an Enrolled Agent offering tax services, and a North Carolina real estate broker license—capabilities the firm uses to provide voluntary employee benefits, tax prep/planning, real estate referrals and 1031/DST/UPREIT guidance, and targeted retirement plan work for hospitality and related businesses. Those non‑advisory activities and media/educational engagements create additional revenue streams and potential conflicts of interest that the brochure discloses; the firm states clients are under no obligation to use affiliated services and describes mitigation practices.
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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