Omega Wealth Private Capital LLC

Joseph Wilson III is a financial advisor at Omega Wealth Private Capital LLC in Cincinnati, OH, with 20 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Ameriprise, Lakota East High School, and GF Investment Services. Wilson is also the managing member and licensed agent at Wilson Private Capital, LLC, an insurance sales firm. Omega Wealth Private Capital LLC provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, and business entities. The firm serves both high-net-worth and non-high-net-worth clients through a team of four advisors managing approximately $102 million in discretionary assets, using a combination of model portfolios and managed accounts with tailored asset allocation and ongoing rebalancing.

Keith Lewis is a financial advisor at Omega Wealth Private Capital LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at W&S Brokerage Services and Western & Southern Life. Outside of advisory roles, he spent nearly two decades involved with Wine Cellar Innovations. Omega Wealth Private Capital LLC offers discretionary portfolio management to individuals, trusts, estates, charitable organizations, and business entities, serving both high-net-worth and non-high-net-worth clients through a team of four advisors managing approximately $102 million in assets. The firm uses model portfolios and managed accounts with tailored asset allocation and ongoing rebalancing, incorporating fundamental and technical analysis along with AI tools.

Bradley Johansen is a financial advisor with Omega Wealth Private Capital LLC in Cincinnati, OH, holding a Series 65 license and one year of industry experience. Prior to joining Omega Wealth, he worked at Wilson Private Capital, TAP Insurance, and Magellan Financial, and has a background in media with roles at NBC4, WRAL-TV, and WKRC-TV. Outside of advising, he operates Brad Johansen Media, specializing in speaking, public relations, and hosting. Omega Wealth Private Capital LLC provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, and business entities. The firm serves both high-net-worth and non-high-net-worth clients using model portfolios and managed accounts, combining fundamental and technical analysis with sub-advisory models and AI tools.

Douglas Ducker is a financial advisor at Omega Wealth Private Capital LLC in Cincinnati, OH, holding Series 63 and Series 66 licenses with 15 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services, Valic Financial Advisors, Corebridge Financial, and Golden Reserve RIA. He is also licensed as an insurance producer. Omega Wealth Private Capital LLC provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, and business entities. The firm serves both high-net-worth and non-high-net-worth clients through a team of four advisors managing approximately $102 million in discretionary assets, using model portfolios and managed accounts with a blend of fundamental and technical analysis supported by third-party sub-advisers and AI tools.