Omega Wealth Private Capital LLC

Joseph Wilson is a financial advisor with Omega Wealth Private Capital LLC, holding a Series 66 designation and 19 years of industry experience. He has worked with several firms including AE Wealth Management and Global Financial Private Capital, and currently serves as a managing member and licensed agent at Wilson Private Capital, LLC, an insurance agency. Omega Wealth Private Capital LLC provides discretionary portfolio management and related advisory services to individuals, trusts, estates, charitable organizations, and business entities, serving both non-high-net-worth and high-net-worth clients. The firm uses a sub-adviser and model-portfolio approach, combining fundamental and technical analysis to manage accounts on a discretionary basis.

Keith Lewis is a financial advisor with Omega Wealth Private Capital LLC in Cincinnati, OH. He holds Series 65 and Series 63 licenses and has three years of industry experience. Prior to joining Omega Wealth, he worked at W&S Brokerage Services and Western & Southern Life. Outside of his advisory role, he has a long business background with Wine Cellar Innovations. Omega Wealth Private Capital LLC provides discretionary portfolio management and financial advice to individuals, trusts, estates, charitable organizations, and business entities. The firm uses tailored asset-allocation strategies, primarily managing accounts through model portfolios and third-party sub-advisors, with a notable affiliation to Foundations Investment Advisors LLC.

Bradley Johansen is a financial advisor at Omega Wealth Private Capital LLC with a Series 65 designation and one year of industry experience. Prior to his current role, he was involved in media and broadcasting, including positions at NBC4, WRAL-TV, and WKRC-TV, and he operates Brad Johansen Media, a media specialist business focusing on speaking, public relations, and hosting. He is also associated with Wilson Private Capital, where he engages in insurance sales, and with Magellan Financial, where he participates in TV hosting, writing, and production. Omega Wealth Private Capital LLC provides discretionary portfolio management and advisory services to individuals, trusts, estates, charitable organizations, and business entities, serving both non-high-net-worth and high-net-worth clients. The firm uses a sub-adviser and model-portfolio approach, combining fundamental and technical analysis with long- and short-term strategies, while maintaining responsibility for client interaction, supervision, rebalancing, and billing.

Douglas Ducker is a financial advisor with Omega Wealth Private Capital LLC in Fort Worth, KY, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His career includes roles at Fidelity, Corebridge Financial, Valic Financial Advisors, and Golden Reserve RIA. He is also registered as an insurance producer. Omega Wealth Private Capital LLC provides discretionary portfolio management and advisory services to individuals, trusts, estates, charitable organizations, and business entities, serving both non-high-net-worth and high-net-worth clients. The firm uses a sub-adviser and model-portfolio approach with both fundamental and technical analysis to manage accounts on a discretionary basis.