Alpha Omega Wealth Management

We believe that a successful, long-term professional relationship is built upon mutual trust, effective communication, and a shared commitment to the planning and investing process. As a fee-only firm, we are not paid for selling investment products. We do not accept commissions, referral fees or other third party fees.

Money can cause significant anxiety and stress for individuals and families, no matter their level of wealth. We help clients responsibly steward all aspects of their finances so they can worry less and be free to live more flourishing lives. As a fee-only firm, we are not paid for selling investment products.

Our advisors are actively involved in the community and have collectively served on more than twenty non-profit boards. We deeply value the opportunity to support non-profits by offering a broad array of services to help them succeed and cultivate healthy endowments. Donor meetings or group discussions about giving strategies, stewardship, psychology of investing, or investing basics.

Did you know that switching to online statements and trade confirms will not only reduce the clutter in your mailbox but it can reduce your equity trading costs. Contact our office for details or if you are already an online account client, review the Client FAQ's page for instructions on how to set up e-Delivery.