Guiding business owners, families, and professionals to financial confidence and clarity. At Omega Wealth Group LLC, we are dedicated to empowering clients—business owners, families, and professionals—to realize their financial aspirations with confidence, trust, and excellence. Our expertise in comprehensive financial planning, wealth management, estate planning, risk mitigation, and business planning guides clients through each of life's milestones with clarity and control. We understand that peace of mind comes from a clear path forward. Our firm stands out for its commitment to integrity and client-centric approach. We believe in the importance of a proactive and enduring client-advisor relationship, ensuring that our guidance evolves alongside our clients' changing needs through every major life milestone. We prioritize long-term relationships, built on trust and a deep understanding of our clients' visions. Our mission is to not only help our clients build wealth but also to contribute towards their lasting legacy, guided by our core values of God, Family, and Country. At Omega Wealth Group LLC, we are more than financial advisors; we are partners in our clients' journey towards financial empowerment and fulfillment.
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I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to retirement, college funding, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products and services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. Neither Omega Wealth Group LLC nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. Omega Wealth Group LLC is not owned or operated by New York Life Insurance Company or its affiliates.
2600 Network Blvd Suite 130 Frisco, TX 75034. (281)734-7619
www.omegawealth.com
