A complete list of active advisors currently associated with Omelina Group Wealth Management Inc.

Warmer can help you find a great advisor at Omelina Group Wealth Management Inc. or one who fits your needs even better.

Omelina Group Wealth Management provides ongoing portfolio management to individuals, high‑net‑worth individuals, and pension and profit‑sharing plans, preparing an Investment Policy Statement for each client that documents goals, time horizon and risk tolerance. The firm manages both discretionary and non‑discretionary accounts and bills advisory fees on a percentage‑of‑AUM basis, with no stated account minimum. The adviser uses a mix of methods — charting, fundamental, technical, cyclical and quantitative analysis — but the brochure states it primarily recommends the Dorsey Wright relative‑strength technical program to a majority of clients. Portfolios may include mutual funds, equities, ETFs (including precious‑metal ETFs), REITs, commodities and may employ long‑ and short‑term trading, margin transactions and options strategies when appropriate. Distinctive operational details include a requirement that clients use a specific broker‑dealer (the brochure recommends Interactive Brokers) and the firm’s disclosure that it may receive research or other soft‑dollar benefits from brokers when seeking best execution. The firm manages client assets internally rather than selecting third‑party managers, does not accept outside sales compensation for product sales, and notes that clients may not impose securities restrictions based on values or beliefs.

To learn more about the advisors currently working at Omelina Group Wealth Management Inc., 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.