Plainsboro, NJ Office

James Colitsas is a financial advisor with OMNI 360 Wealth, Inc. in Plainsboro, NJ, holding Series 63 and Series 65 credentials with 19 years of industry experience. He has worked at Princeton Financial Group, LLC and OMNI 360 Wealth, Inc. since 2012, and previously at Thomas Colitsas & Associates, P.A. from 1999 to 2018. Outside of his advisory role, he is the owner and proprietor of Princeton Financial Group, LLC and a managing partner at Thomas Colitsas & Associates, P.A. OMNI 360 Wealth, Inc. provides financial planning and investment management to individuals, families, trusts, charitable organizations, small businesses, and retirement plans. The firm uses fundamental, technical, and cyclical analysis to guide asset allocation and security selection, emphasizing diversification and alignment with client goals and risk tolerances, and integrates related services including tax, accounting, and estate planning under one operational structure.

Neel Shah is a CFP® with 10 years of industry experience and serves as a financial advisor at OMNI 360 Wealth, Inc. He is also a lawyer and the founder and partner of Shah & Associates, PC. His prior experience includes roles at Beacon Wealth Solutions LLC and Sound Financial Solutions Inc. OMNI 360 Wealth, Inc. provides financial planning and investment management services to individuals, families, trusts, charitable organizations, small businesses, and retirement plans. The firm uses a combination of fundamental, technical, and cyclical analysis to guide portfolio construction, emphasizing diversification and alignment with client goals and risk tolerances.

Bryan Katz is a CFP® and ChFC® with 27 years of industry experience. He is a financial advisor at OMNI 360 Wealth, Inc., where he has worked since 2018. Prior to joining OMNI 360 Wealth, he held roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual life insurance company. OMNI 360 Wealth, Inc. provides financial planning and investment management services to individuals, families, trusts, charitable organizations, businesses, and employee benefit plans. The firm employs a multi-advisor team approach, utilizing fundamental, technical, and cyclical analysis to build tailored portfolios while offering a range of services including treasury management and financial planning on various fee bases.

Ronald Mc Intire is a financial advisor at OMNI 360 Wealth, Inc. with four years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Merit Financial Group, LLC and New York Life. Outside of his advisory role, he serves as Treasurer for the political action committee Lower Bucks Values. OMNI 360 Wealth, Inc. provides financial planning and investment management services to a diverse client base, including individuals, families, trusts, estates, charitable organizations, businesses, and employee benefit plans. The firm employs a multi-advisor team approach and utilizes fundamental, technical, and cyclical analysis to implement tailored portfolios, alongside offering coordinated tax, legal, and insurance services through affiliated entities.