Olson Wilson
Omega Wealth Private Capital, based in Cincinnati, OH, is an independent financial advisory firm committed to providing straightforward financial guidance without the complexity of industry jargon. The firm focuses on aligning its strategies with clients' life goals, ensuring their financial plans adapt to changes over time while maximizing tax efficiency and minimizing risks.
Founded by Joseph R. Wilson III, Omega Wealth emphasizes personalized service and a comprehensive approach to wealth management, taking into account clients' unique circumstances and retirement readiness. With a dedication to fostering old-world relationships, the team prioritizes in-person consultations to build trust and understanding in every aspect of financial planning.
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