OmniStar does not attempt to be the right fit for everyone. Instead, we focus on those who face significant financial complexity; high net-worth individuals and families, medical professionals and practice owners.  Building a solid relationship with every client is the foundation on which we help our clients determine the most effective planning strategies – protecting and preserving their wealth, now and in the future.  

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 only those who seek a disciplined approach to asset, business and wealth management.

Services for Individuals & Families:

  • 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: