Omega Wealth Private Capital, LLC

At Omega Wealth Private Capital, LLC, we plan with a 𝒑𝒖𝒓𝒑𝒐𝒔𝒆 to help you 𝐁𝐄 & 𝐒𝐓𝐀𝐘 𝙍𝙚𝙩𝙞𝙧𝙚𝙢𝙚𝙣𝙩 𝙍𝙚𝙖𝙙𝙮! We call out potential problems like we see them. There is no condescending financial jargon. Just simple language and analysis to help clients better understand what they are investing in and why. At Omega Wealth Private Capital, we respect the lifetime you have worked and the sacrifices you have made. Every detail of your 40, 50, or even 60-year career should be actively managed. We don’t set and forget financial plans. As independent financial advisors, our only agenda is your agenda. We have access to numerous vetted financial instruments and have the freedom to utilize wealth management philosophies that are specific to and appropriate for your needs. Advisory Services offered through Omega Wealth Private Capital, LLC, a Registered Investment Advisor. The firm is registered as an investment advisor with the state of Ohio and only conducts business in states where it is properly registered or is excluded from registration requirements. Omega Wealth Private Capital, LLC is separate and distinct from insurance sales and services provided by Wilson Private Capital, LLC. Services offered by Omega Wealth Private Capital, LLC. are limited to the management of securities portfolios and associated ancillary review. All other services, including the Retirement Ready Review, the Retirement Ready Tax Analysis, and the Retirement Ready Income Plan are provided by Wilson Private Capital, LLC.