Omega Wealth Private Capital, LLC - Cincinnati, Ohio

Introduction

Nestled in the heart of Cincinnati, Ohio, Omega Wealth Private Capital, LLC, a distinguished financial institution, stands as a beacon of trust and expertise. Located at 7870 E Kemper Rd #430, Cincinnati, OH 45249, this financial planner and advisor have been serving the community with unparalleled dedication and professionalism.

Main Services

Omega Wealth Private Capital, LLC offers an array of services tailored to meet the diverse financial needs of its clients. Here's a list of their primary services:

• Financial Planning: They provide comprehensive financial plans that align with clients' unique goals, aspirations, and risk tolerance.
• Investment Management: Their team of experts manages investment portfolios with a focus on long-term growth and preservation of capital.
• Retirement Planning: They help clients plan for retirement by creating personalized strategies to achieve a comfortable and secure retirement.
• Estate Planning: Omega Wealth assists clients in developing and implementing strategies to protect their assets and ensure a smooth transition to their heirs.
• Risk Management: They help clients identify and mitigate potential risks, including those related to health, property, and liability.
• Tax Planning: Their team provides guidance on tax-efficient strategies to minimize clients' tax liabilities.

Location and Access

The firm's office is situated in the Symmes Township neighborhood, offering easy access to the nearby Ronald Reagan Cross County Highway and Interstate 275. For those using public transportation, the office is a short walk from the Kenwood Station on the Cincinnati Bell Connector streetcar line.

Omega Wealth Private Capital, LLC provides ample on-site parking, with designated spots for visitors and disabled individuals. The office is wheelchair accessible, with an entrance, restroom, and seating area designed to accommodate those with mobility impairments.

Featured Characteristics

Some standout features of Omega Wealth Private Capital, LLC include:

• Online Appointments: The firm offers the convenience of online appointments, allowing clients to receive financial advice and guidance from the comfort of their own homes.
• Onsite Services: They provide onsite services, which may include financial workshops, seminars, or one-on-one consultations.
• Free Parking Lot: Omega Wealth offers free parking to its clients and visitors, ensuring a hassle-free and convenient experience.
• Appointments Recommended: While walk-ins are welcome, it is recommended to schedule an appointment to ensure availability and maximize the time spent with a financial advisor.

Practical Information

Omega Wealth Private Capital, LLC can be contacted via phone at 365-710-72 or through their website at owprivatecapital.com. They are open Monday through Friday, from 8:30 AM to 5:00 PM, with extended hours available by appointment.

Positive Aspects from Reviews

With an average rating of 5/5 from 24 Google My Business reviews, Omega Wealth Private Capital, LLC has consistently received praise for their professionalism, knowledge, and client-centric approach. Some of the positive aspects mentioned in the reviews include:

• Expertise and Knowledge: Many clients have commended the firm's team for their extensive knowledge in financial planning and investment management.
• Client-Centric Approach: Several reviews highlight the team's ability to listen to clients' needs and create personalized financial strategies that align with their goals.
• Professionalism and Trustworthiness: Clients appreciate the firm's commitment to ethical practices and their trustworthiness in managing clients' financial futures.
• Exceptional Customer Service: Several reviews praise the team's responsiveness, accessibility, and overall excellent customer service.

👍 Reviews of Omega Wealth Private Capital, LLC

Peter Z.

5/5

Joe and his team are first class people above all else. From the first time I met Joe three adjectives came to mind. Responsible, Intelligent, Trustworthy. These are very important when entrusting a team with your portfolio. Would absolutely refer the Omega Team to a family member. In my opinion one of the best advisors in the country.

Connor H.

5/5

Omega Wealth is a top notch firm! They are so knowledgeable and truly care about every single client. It was so refreshing seeing a firm that operates the way they do in the financial space. I wish I met them all sooner!!

R P. T.

5/5

You will have a hard time finding a better man than Joe Wilson. His dedication to serving his clients with the utmost of professionalism and integrity is unmatched. His team truly cares about the financial security of your retirement and it shows in everything they do.

Garry T.

5/5

This is one more amazing group of professionals who care about your life, your goals, your peace of mind. They care for you, listen to you, advise you. Again, they truly CARE! That’s means a lot when it comes to your financial path! Great work Omega Wealth!

bob R.

5/5

Excellent Team over at Omega! Louie’s foresight and strategic thinking has produced outstanding outcomes for my portfolio. Keep up the great work team Omega!

Will J.

5/5

Great group of people who do things the right way! Highly recommend.

S D.

5/5

Thanks Joe!

Jessup W.

5/5

Best of the best.

Peter Z.

5/5

Joe and his team are first class people above all else. From the first time I met Joe three adjectives came to mind. Responsible, Intelligent, Trustworthy. These are very important when entrusting a team with your portfolio. Would absolutely refer the Omega Team to a family member. In my opinion one of the best advisors in the country.

Connor H.

5/5

Omega Wealth is a top notch firm! They are so knowledgeable and truly care about every single client. It was so refreshing seeing a firm that operates the way they do in the financial space. I wish I met them all sooner!!

R P. T.

5/5

You will have a hard time finding a better man than Joe Wilson. His dedication to serving his clients with the utmost of professionalism and integrity is unmatched. His team truly cares about the financial security of your retirement and it shows in everything they do.

bob R.

5/5

Excellent Team over at Omega! Louie’s foresight and strategic thinking has produced outstanding outcomes for my portfolio. Keep up the great work team Omega!

Garry T.

5/5

This is one more amazing group of professionals who care about your life, your goals, your peace of mind. They care for you, listen to you, advise you. Again, they truly CARE! That’s means a lot when it comes to your financial path! Great work Omega Wealth!