Omega Wealth Private Capital, LLC

Omega Wealth Private Capital, LLC

Financial Services

Cincinnati, Ohio 76 followers

Helping clients 𝘽𝙚 & 𝙎𝙩𝙖𝙮 𝙍𝙚𝙩𝙞𝙧𝙚𝙢𝙚𝙣𝙩 𝙍𝙚𝙖𝙙𝙮.

About us

At Omega Wealth Private Capital, LLC we plan with a 𝒑𝒖𝒓𝒑𝒐𝒔𝒆 to help you 𝐁𝐄 & 𝐒𝐓𝐀𝐘 𝙍𝙚𝙩𝙞𝙧𝙚𝙢𝙚𝙣𝙩 𝙍𝙚𝙖𝙙𝙮! Our 𝗥𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗥𝗲𝗮𝗱𝘆 𝗥𝗲𝘃𝗶𝗲𝘄 covers 𝟰 𝗺𝗮𝗶𝗻 𝗮𝗿𝗲𝗮𝘀: 1️⃣ INCOME 2️⃣ TAXES 3️⃣ FEES 4️⃣ RISK 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.

Website
https://linktr.ee/OWprivatecapital
Industry
Financial Services
Company size
2-10 employees
Headquarters
Cincinnati, Ohio
Type
Privately Held
Founded
2017
Specialties
Investments, IRA, 401k, Pension, Pension Rollover, Managed Money, Annuities, Mutual Funds, Health Insurance, and Life Insurance

Locations

Employees at Omega Wealth Private Capital, LLC

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