A complete list of active advisors currently associated with Omnes Wealth Management LLC
Warmer can help you find a great advisor at Omnes Wealth Management LLC or one who fits your needs even better.
Omnes Wealth Management LLC is a newly formed independent registered investment adviser that serves individuals and high‑net‑worth clients with wealth management, discretionary investment management, financial planning and retirement‑account advice. It constructs portfolios primarily using low‑cost mutual funds and ETFs and may also incorporate individual stocks, bonds or retained legacy positions when appropriate. The firm employs fundamental analysis and generally follows a long‑term, diversified investment approach while working with clients to define goals, risk tolerance and any reasonable investment restrictions. It provides continuous monitoring and periodic reviews, and may rebalance or execute shorter‑term trades to meet cash needs, tax objectives or changes in client circumstances; accounts are held at a third‑party custodian and clients receive regular custody statements and advisor reports. Distinctive aspects disclosed in the brochure include that the firm reported no assets under management at filing and that its principal maintains substantial outside activities — including a law‑enforcement investigator role, a K‑9 consulting business and insurance licensure — which the adviser discloses can affect time availability and may give rise to conflicts of interest when insurance products are implemented for clients. The adviser also participates in an institutional platform relationship with its custodian that provides technology and operational support, a relevant consideration for a solo practitioner scaling client service.
To learn more about the advisors currently working at Omnes 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 |
|---|---|---|
Johnson City, NY
| 1
|
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