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 describes its client focus as individuals and high-net-worth individuals and offers discretionary investment management alongside comprehensive wealth management and financial planning services. The brochure emphasizes portfolio construction using low-cost mutual funds and ETFs, with the option to include individual stocks and bonds as appropriate. The firm states a long-term, fundamental-analysis approach, using economic and company-level research to select investments and rebalancing or trading as needed to meet client objectives. Accounts are monitored on a regular basis and managed on a discretionary basis within client-directed custodial accounts, with implementation described as focused on diversified allocations and periodic due diligence. Noteworthy distinctions include that the firm is newly formed and, as disclosed, currently reports no client assets and no clients, which may affect capacity and track record considerations compared with peers. The firm’s principal maintains significant outside business activities — serving as an investigator for a local police department (about half of his monthly time) and operating a K-9 consulting practice — and the firm participates in an institutional custodian platform that provides economic benefits to the advisor.

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.