Alpha Omega Wealth Management
Alpha Omega Wealth Management is an independent fee-only wealth management firm. We offer comprehensive financial planning and portfolio management services to a limited and select group. Our firm, established in 2009, is an SEC registered investment advisory firm. We have over 100 years of combined experience in the financial planning and wealth management business. As a Registered Investment Advisor it is our fiduciary duty to place the client's interests first. Each of our clients receives highly personalized service and recommendations tailored to individual needs.
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identifying a potential advisor for their review and consideration. The appearance of an
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no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.