𝗪𝗶𝘀𝗵𝗶𝗻𝗴 𝗲𝘃𝗲𝗿𝘆𝗼𝗻𝗲 𝗮 𝘀𝗽𝗼𝗼𝗸𝘁𝗮𝗰𝘂𝗹𝗮𝗿 𝗛𝗮𝗹𝗹𝗼𝘄𝗲𝗲𝗻 from Omega Wealth Private Capital! We hope you enjoy the 𝘁𝗿𝗶𝗰𝗸𝘀, 𝘁𝗿𝗲𝗮𝘁𝘀, 𝗮𝗻𝗱 𝗲𝘃𝗲𝗿𝘆𝘁𝗵𝗶𝗻𝗴 𝗶𝗻 𝗯𝗲𝘁𝘄𝗲𝗲𝗻. Have a frightfully fun and safe day! #HappyHalloween #ohio #cincinnati
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
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https://linktr.ee/OWprivatecapital
External link for Omega Wealth Private Capital, LLC
- 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
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Primary
7870 E Kemper Rd
Suite 430
Cincinnati, Ohio 45249, US
Employees at Omega Wealth Private Capital, LLC
Updates
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Retirement isn’t just about the basics...it's your chance to 𝗮𝗶𝗺 𝗵𝗶𝗴𝗵𝗲𝗿 and live your best life! We want to build a solid plan that will help you achieve fulfillment in this chapter! See our 𝗹𝗶𝗻𝗸 𝗶𝗻 𝘁𝗵𝗲 𝗰𝗼𝗺𝗺𝗲𝗻𝘁𝘀 𝗯𝗲𝗹𝗼𝘄 to schedule your complimentary retirement review and ensure you're on the right track to reaching your retirement goals! #retirementplanning #financialplanning #wealthmanagement
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Our initial meeting is an opportunity to see if we're the right fit for each other, but regardless of the outcome, you'll walk away with 𝘃𝗮𝗹𝘂𝗮𝗯𝗹𝗲 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝗮𝗻𝗱 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝗶𝗲𝘀. To take the first step towards securing your financial future, schedule a visit through our 𝗹𝗶𝗻𝗸 𝗶𝗻 𝘁𝗵𝗲 𝗰𝗼𝗺𝗺𝗲𝗻𝘁𝘀 𝗯𝗲𝗹𝗼𝘄! #financialplanning #financialpodcast #retirementplanning
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Inflation isn’t just a current concern, it can be the 𝘀𝗶𝗹𝗲𝗻𝘁 𝗲𝗿𝗼𝗱𝗲𝗿 of your future too! Protect your long-term finances by planning for inflation now. Reach out today to 𝟱𝟭𝟯-𝟲𝟱𝟳-𝟭𝟬𝟳𝟮 to create a strategy that keeps you ahead of the curve! #inflation #ohio #cincinnati #retirementplanning
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There's value in taking a 𝘀𝗺𝗮𝗹𝗹-𝗯𝗮𝗹𝗹 𝗮𝗽𝗽𝗿𝗼𝗮𝗰𝗵 to your investing. While some investments aim for big returns, others offer steady, reliable growth. These are your financial singles – the base hits that 𝗸𝗲𝗲𝗽 𝘆𝗼𝘂𝗿 𝗽𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗺𝗼𝘃𝗶𝗻𝗴 𝗳𝗼𝗿𝘄𝗮𝗿𝗱. Episodes of "𝗪𝗜$𝗘 𝗠𝗼𝗻𝗲𝘆" air every Saturday evening at 7 on WCPO ABC! #investing #financialTV #retirementplanning
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Today, we're celebrating a powerhouse Assistant Director of Operations, a pickleball fanatic, and 𝗮𝗹𝗹-𝗮𝗿𝗼𝘂𝗻𝗱 𝗮𝘄𝗲𝘀𝗼𝗺𝗲 𝘁𝗲𝗮𝗺𝗺𝗮𝘁𝗲, 𝗝𝘂𝗹𝗲𝗲! Here's to a fantastic year ahead, Julee! 𝙃𝘼𝙋𝙋𝙔 𝘽𝙄𝙍𝙏𝙃𝘿𝘼𝙔! #happybirthday #teamspotlight #retirementplanning
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Please join us in 𝘄𝗲𝗹𝗰𝗼𝗺𝗶𝗻𝗴 𝗔𝗹𝘆𝘀𝘀𝗮, our new Business Development Associate! A Cincinnati native with a bubbly personality, Alyssa loves connecting with people and brings her warmth and approachability to the OWPC office. With experience in sales, HR, event coordination, and hospitality, Alyssa offers a 𝘂𝗻𝗶𝗾𝘂𝗲 𝗯𝗹𝗲𝗻𝗱 𝗼𝗳 𝘀𝗸𝗶𝗹𝗹𝘀 to our team. Outside of work, you can find her enjoying nature, live music, and quality time with loved ones. 𝗔 𝗽𝗮𝘀𝘀𝗶𝗼𝗻𝗮𝘁𝗲 𝗰𝗼𝗼𝗸 𝗮𝗻𝗱 𝗳𝗼𝗼𝗱𝗶𝗲, Alyssa also creates stunning charcuterie grazing tables for events in Cincinnati. Her positive energy is contagious, and we're 𝗲𝘅𝗰𝗶𝘁𝗲𝗱 𝘁𝗼 𝗵𝗮𝘃𝗲 𝗵𝗲𝗿 𝗼𝗻 𝗯𝗼𝗮𝗿𝗱! #meettheteam #teamspotlight #financialplanning
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𝗘𝗹𝗲𝗰𝘁𝗶𝗼𝗻 𝘀𝗲𝗮𝘀𝗼𝗻 𝗶𝘀 𝗶𝗻 𝗳𝘂𝗹𝗹 𝘀𝘄𝗶𝗻𝗴, but don't let political uncertainty overshadow your goals! Successful golden years are about proactive planning, not who's in office! Call 𝟱𝟭𝟯-𝟲𝟱𝟳-𝟭𝟬𝟳𝟮 or simply click the 𝗟𝗜𝗡𝗞 𝗕𝗘𝗟𝗢𝗪 to schedule your complimentary Retirement Readiness Review so you can be and STAY retirement-ready. https://loom.ly/H9jhB50 #election2024 #financialplanning #retirement
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One of our primary objectives is to ensure you have a 𝘀𝘁𝗲𝗮𝗱𝘆, 𝗿𝗲𝗹𝗶𝗮𝗯𝗹𝗲 𝗶𝗻𝗰𝗼𝗺𝗲 𝘀𝘁𝗿𝗲𝗮𝗺 throughout retirement, like a dedicated spout for your everyday needs. With that foundation set, the rest of your portfolio is then strategically invested for long-term growth! Visit our 𝗹𝗶𝗻𝗸 𝗶𝗻 𝗯𝗶𝗼 for more financial insight in episodes of "𝗪𝗜$𝗘 𝗠𝗼𝗻𝗲𝘆 𝗥𝗮𝗱𝗶𝗼"! #income #financialpodcast #retirementplanning
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We honor the profound courage and sacrifice shown on September 11, 2001, and we reflect on the lives lost and the heroes who rose in the face of unimaginable adversity. Let us commit to carrying their legacy of 𝘂𝗻𝗶𝘁𝘆 𝗮𝗻𝗱 𝗿𝗲𝘀𝗶𝗹𝗶𝗲𝗻𝗰𝗲 forward. #reflect #september11 #neverforget