-Lao Tzu
Fiduciary-driven wealth management for your future.
At Omnes we are committed to building, growing and protecting you and your family’s wealth through smart, strategic financial planning. Guided by a mindful, practical understanding of life’s challenges, we develop personalized financial strategies that capitalize on opportunities. Bound by duty, driven by integrity and held to a fiduciary standard, we ensure our clients’ goals and interests are at the heart of every decision. We embark on a financial journey with all classes of wealth transforming challenges into enduring success for generations to come.
Experience Matters
Omnes Wealth Management has selected Charles Schwab & Co., Inc. as primary custodian for our clients’ accounts. Schwab Advisor Services serves independent investment advisory firms like ours and includes the custody, trading and support services of Charles Schwab & Co., Inc.
By using Schwab as primary custodian, Omnes Wealth Management has access to a wide range of products and services that help us serve our clients, including:
- Full range of investment products and trading services
- Technology and service support
- Wide array of investment account types including retirement accounts, charitable giving, and education accounts
- Full range of investment options such as stocks, mutual funds, bonds, exchange traded funds, CDs and other investments.
- Separately managed account services for those who want to leverage the expertise of institutional-caliber money managers who specialize in particular investment styles.
- Technology and service support so investors can access all their accounts online and view positions, balances and account histories in one place.
Comprehensive Planning Emphasis
We offer comprehensive wealth management that seamlessly integrates info one cohesive strategy:
Investment Management
Your investments should reflect your life—not the market’s latest trend. We develop disciplined, personalized portfolios designed to support your goals while balancing opportunity, risk, and long-term growth.
Retirement Planning
Retirement is about more than reaching a number. We help create a strategy that aligns your savings, income, and lifestyle objectives so you can enjoy the future you’ve worked hard to build.
Tax Awareness
Smart planning extends beyond investment returns. By considering tax implications throughout your financial plan, we help improve efficiency and preserve more of your wealth over time.
Risk Management
Life is unpredictable. We help identify potential risks and develop strategies to protect what matters most, providing greater confidence for you, your family, and future generations.
Clients
Guiding investors from all backgrounds!
First Responders
& Healthcare Professionals
A more sophisticated approach to investing, designed for those who serve others. We help first responders and healthcare professionals coordinate pensions, retirement benefits, and investments into a comprehensive strategy designed to build, protect, and manage long-term wealth.
Pre-retirees
& Retirees
As retirement approaches, financial decisions become increasingly important. We help clients transition from accumulating wealth to creating sustainable income, coordinating investments and retirement resources into a strategy designed to provide clarity, confidence, and financial security throughout retirement.
Business Owners
& Professionals
Business owners and professionals face complex financial decisions that extend beyond personal planning. We help coordinate investments, retirement, succession, and risk management into a comprehensive strategy designed to grow and protect wealth while preparing for the future.
The Charles Schwab Corporation is one of the nation’s leading providers of financial services. Through their operating subsidiaries, they provide securities brokerage, money management and financial advisory services to individual investors, independent investment advisors, and corporate and retirement plan sponsors and participants. The Charles Schwab Corporation is financially stable, and they are committed to their continued financial health. Their capital structure and liquidity are sound, and their internal controls and business standards are designed to keep client assets safe. They maintain a disciplined focus on risk management and strive to operate the firm conservatively to minimize investment risks. They know that their success ultimately depends on how they serve all of their clients and their confidence in Schwab. Page 4 of 5 (Updated March 2022) Charles Schwab & Co., Inc. Member SIPC (1018-84G) Financial results and more information about The Charles Schwab Corporation’s business and financial condition can be viewed at any time at www.aboutschwab.com.
Schedule A Consultation
We’d love to learn more about you and your financial goals. Our form is the best way to schedule an exploratory call.