OmniStar does not attempt to be the right fit for everyone. Instead, we focus on individuals, families and businesses who face significant financial complexity.  Working together, we help clients determine the most effective planning strategies to protect and preserve their wealth for generations to come. We provide a host of services and solutions that afford our clients the benefit of customized choices and solutions.

Who We Serve:

Our average client begins with investable assets of $500,000 and net-worth in excess of $2,000,000. However, average means that we serve those on either side of these amounts.  We realize that value is best derived from specialization, expertise, and deep relationships.  Because of this, we are dedicated to those who seek a disciplined approach to asset and wealth management.

Services for Individuals:

  • Comprehensive Financial & Retirement Planning
  • Portfolio Management
  • Sustainable Income Analysis
  • Wealth Transfer and Tax Reduction Strategies
  • Charitable/Planned Giving
  • Self Directed IRA’s (for those who wish to purchase Real Estate)

Services for Medical Practices, Businesses and Business Owners: