Individuals and Families
We serve our clients as fiduciaries, which legally binds us to put our clients’ interests ahead of our own.
We develop investment strategies based upon our clients’ unique financial needs and goals. We customize a portfolio design based on your risk tolerance and retirement goals.
You are not just a number to us. You are a person, and you have a unique set of life circumstances and financial goals. Our approach begins with that premise and the understanding that, first and foremost, we look to build strong, lasting relationships with our clients. We take time to listen to your needs, concerns, worries and goals.
At Omega Investment Management, it is our mission to partner with each client and advocate for transforming their financial goals into reality.
The purpose of this meeting is to get to know each other. We want to learn, in general terms, about your main financial goals and priorities, what you have already done to progress towards those goals, and what you are looking for in an advisor. From there we will talk about how we can help you, explain the services we provide, and what our costs will be so you can decide if we are a good fit for your needs. This is the first part of establishing a partnership.
Based on our introductory meeting, we now want to take a deeper dive into your situation. During this session we can begin to sketch a preliminary plan as we engage in a more comprehensive discussion about your personal and financial goals.
Together we will review the course of action, assumptions and pros and cons associated with your plan. Based on the prior discussions, we will specifically address the areas that are of greatest importance to you: retirement savings, early investment options, risk management, insurance, first time home ownership, estate planning, charitable giving and detail the steps needed to conquer each obstacle.
Your priorities and goals will inevitably shift through time which is why we are here to proactively work with you. We embrace change. As your life circumstances facilitate a different approach to financial planning, wealth management, and savings options, we will be a constant presence to ensure that your plan transitions along with you.