Our name is partially derived from the Latin word, Omnis, meaning “all” which represents the foundation of our holistic wealth management approach.
Why Clients Choose Us?
- Our Independent & Unbiased Advice
- Experience and Credentialed
- We have earned our clients confidence and trust
- Highly personalized and comprehensive
- We are fee-based which means our advice is never “sale driven”
- Network of outside professionals provides distinct advantages to our clients
- Client assets are held in custody at Fidelity Investments, one of the nation’s largest and most respected custodians
- Convenience of Planning and Investments centered in one place with an accessible team of advisors
Who We Serve:
A typical clients begins with investable assets of $500,000 or more and net-worth in excess of $2,000,000. We realize that value comes from specialization, expertise, and deep relationships. Because of this, we are dedicated to those who seek a disciplined approach to asset and wealth management.
- Medical Professionals
- Business Owners