Omega Wealth Partners, Inc. Information

As independent investment advisors, our goal is to help translate your assets into meaningful experiences. Whether you’ve just begun to build your nest egg or are building on years of wealth, your priorities, your peace of mind and your best interests always come first. Our approach is founded on unbiased, objective financial advice free of any conflicts. And that means we’re always focused on the right solutions for you and your family. We recommend investment allocations and develop diversified portfolios based on your individual and your family’s financial objectives. It’s all about making the most of your means to enrich the things that mean the most to you. At Omega, we: • Provide objective advice as an independently owned firm • Offer comprehensive, coordinated wealth management services • Develop a long-term relationship with you and your family • Always keep your interests at the forefront Our Services When we work with you, we get to know you. We ask, we listen, sometimes we may even pry a little – but it’s all designed to really understand your goals and how we can help you reach them. We sit down with you to discuss your financial situation, lifestyle, and future needs. Then, we recommend a plan of action to help you reach your goals. We work with you in the areas of asset management, retirement planning, estate planning, education planning, and tax planning.