Omega Wealth Private Capital, LLC - Cincinnati, Ohio

Omega Wealth Private Capital, LLC: A Comprehensive Overview

Nestled in the heart of Cincinnati, Ohio, at 7870 E Kemper Rd #430, Omega Wealth Private Capital, LLC has been steadfast in its commitment to providing exceptional financial planning and advisory services. This comprehensive article delves into the main services offered, the location and accessibility, unique features, practical information, and the positive aspects highlighted by satisfied clients.

Main Services

• Financial Planning: Omega Wealth Private Capital, LLC offers holistic financial planning services, helping clients navigate complex financial landscapes and make informed decisions about their future.
• Investment Management: The firm provides personalized investment strategies tailored to each client's unique needs, goals, and risk tolerance.
• Retirement Planning: Their retirement planning services include 401(k) rollovers, IRA management, and strategies to maximize retirement income.
• Estate Planning: Omega Wealth helps clients protect their assets and prepare for the future by providing estate planning services, including wills, trusts, and probate assistance.
• Risk Management: The firm offers risk management services, including insurance planning and strategies to protect clients' assets from market fluctuations and unexpected events.

Location and Access

The office is situated at 7870 E Kemper Rd #430, Cincinnati, OH 45249, in the heart of the Mason business district. This location is conveniently accessible via I-71 and I-275, making it easily reachable from nearby neighborhoods such as Mason, Deerfield Township, and West Chester.

For those who prefer public transportation, the Cincy Red Bike station and Mason Transit Center are both within a short distance from the office. Additionally, the firm offers on-site parking, with wheelchair-accessible spaces available.

Featured Characteristics

• Wheelchair Accessibility: Omega Wealth Private Capital, LLC is committed to ensuring all clients can access their services comfortably. The office, parking lot, and restrooms are all wheelchair accessible.
• On-site Services: The firm offers on-site services, allowing clients to meet face-to-face with their financial advisors in a comfortable and professional environment.
• Online Appointments: For clients who prefer the convenience of remote communication, Omega Wealth Private Capital, LLC offers online appointment options.
• Free Parking: The firm provides free on-site parking, making it convenient for clients to visit the office.

Practical Information

• Phone: 36571072
• Website: owprivatecapital.com
• Appointments: Recommended, but walk-ins are welcome

Positive Aspects from Reviews

Omega Wealth Private Capital, LLC has been praised by its clients for its exceptional service and commitment to client satisfaction. Some of the positive aspects highlighted in reviews include:

• Expertise and Knowledge: Clients appreciate the firm's deep understanding of financial matters and their ability to provide tailored solutions.
• Client-Centric Approach: Omega Wealth is commended for its genuine care and concern for each client's unique financial situation and goals.
• Trustworthiness and Integrity: Clients regularly mention the trust they have in the firm's team, citing their honesty and transparency in all interactions.
• Professionalism and Efficiency: The firm's team is praised for their efficient and organized approach to financial planning and management.

With an average rating of 5/5 from 24 Google My Business reviews, Omega Wealth Private Capital, LLC has consistently demonstrated its commitment to providing top-notch financial services to its clients.

How did you hear about us? - The firm's "Tell Us How You Heard About Us" section on their website suggests that clients often discover Omega Wealth through various sources, including other clients, online searches, and financial industry referrals.

For a comprehensive understanding of the firm's mission, purpose, philosophy, strategy, and team, visit their About Us page.

👍 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!