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 serves individual and high-net-worth clients, as well as trusts, estates and other business entities, managing about $310 million for roughly 121 clients through a four-advisor team. The firm provides ongoing life and wealth planning, goals-based investment management, access to SEI-managed account solutions, SRI mutual fund model portfolios, consulting, and a range of client education options including seminars and webinars. OWM’s investment process is goals- and tax-aware, using Kolbe and online risk assessments to build diversified portfolios and employing both discretionary and non-discretionary account arrangements; as disclosed, a majority of the firm’s assets are managed on a non-discretionary basis and its SRI model portfolios are run non-discretionarily with limited time-and-price discretion. The firm also uses sub-advisers and SEI allocation models and incorporates strategies such as option writing, margin transactions and securities-backed lines of credit where appropriate to clients’ objectives and risk tolerances. What distinguishes this team firm from many peers is its scale of non-discretionary relationships combined with explicit use of borrowing and credit strategies within client accounts and a formal emphasis on client education (workshops, webinars and public speaking). Additionally, OWM requires investment management to be tied to life/wealth planning engagements and offers lower-touch Canopy planning, a free second-opinion service for referrals, and pro bono one-time planning for qualifying individuals.

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.