WHY CHOOSE US?

Omega Financial Group is committed to providing our clients with high quality care through sophisticated, holistic financial consulting and wealth management services.

Finding Good Financial Advice

Dr. Minor has been a professor at Northwestern University (Kellogg), Harvard Business School, and is currently faculty at UCLA (Anderson). His MBA students often ask him how to find excellent financial advice. His advice is as follows:

Minor recommends at least three aspects to look for in your advisor. You will want to seek out an advisor that is part of a complementary team. On that team, you’ll want to ensure at least one person holds a certified financial planning license, as this assures a base-level of financial planning skills. Ideally, at least one person also holds a PhD in economics or applied statistics, as there are many tools and methods important for accurate analysis that are obtained through these programs. For example, Minor has seen many advisors incorrectly use tools such as Monte Carlo simulations, as they do not understand how various assumptions link to the statistical programming and outcomes. You will also want to work with an advisor with consistent incentives. For this, Minor recommends seeking out a fiduciary-standard Registered Investment Advisor, as opposed to a broker or dealer. Finally, you will want to work with an advisor who has a sophisticated, comprehensive approach. There are many advisors, and they are very heterogeneous in their quality and skill sets. Quality advice takes into consideration all aspects of the client’s life and provides skillful solutions that address those aspects in a smart way.

OUR TEAM

Chief Strategist | CIO

DYLAN B. MINOR

As Chief Strategist and CIO at Omega, Dylan has the role of overseeing the management of client assets and financial strategies. He works closely with Omega’s advisors to help create client financial strategies based on clients’ own unique needs and goals.

Director | Chief Compliance Officer

BRYAN W. REINHARD

Bryan works with private clients as Senior Investment Advisor and is Director of the Omega office.  Bryan seeks to provide unsurpassed investment planning services to the clients of the team.

Senior Wealth Advisor

PAUL C. KUHN

Paul manages private client, managed account and mutual fund relationships.  His business background includes owning and operating both a retail/wholesale business and a commercial fishing business.

Senior Wealth Advisor

ROBERT A. SCHULTZ

Rob works with pre and post retiree clients, foundations and other non-profit entities. He also manages and oversees some of Omega’s proprietary investment strategies, including Protected Value™ and Direct Total Return®.

Operations Manager | Lead Client Service Associate

NAOMI SHINOZAKI

As a liaison for advisors and clients Naomi has acquired a broad spectrum of proficiencies that make her a valuable asset to the Omega team.

OUR SKILL SET

Ultimately, the value creation from an advisory relationship is driven by the skill set of the advisor. We are not the appropriate firm for all clients, and not all clients are appropriate for our offerings. In the end, we want to make sure that we are creating large amounts of value for our clients. We offer a suite of sophisticated skills at Omega Financial Group meant for those families with sufficiently complicated financial lives. As such, before engaging with a client, we convene a series of discovery meetings to determine if there might be a good fit, as no firm is right for everyone.

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SOLVING GLOBAL CLIENT NEEDS

Helping families take advantage of opportunities around the globe, regardless of citizenship or residence.

STATES OF THE WORLD WEALTH MANAGEMENT®

Designing portfolios to survive and thrive in different targeted economic and financial environments.

PRAXIS

Combining the best of practice and the best of academia.

Optimized Wealth Integration®

Strategically integrating all aspects of financial life. This includes investing, real estate, debt management, charitable planning, alternative investments, tax strategy, asset location, residence choice, and estate planning.

STRATEGIC BUSINESS PLANNING

Helping maximize the value of a family’s enterprise, as well as monetize its value.

STRATEGIC PHILANTHROPIC PLANNING

Designing charitable planning with a family’s overall investment, estate, and tax plan, as well as maximizing charitable impact.

FIDUCIARY INVESTING

Helping fiduciaries meet their duties and obtain successful outcomes.

BLOG & NEWS

Sequencing Risk

April 2, 2014Educational

By:  Dylan B. Minor, PhD, MS, CFP®, ChFC, CLU, CIMA® Chief Investment Officer  There are many risks we must face as investors.  The subject of this short article is the investing risk we dub sequencing risk.  Sequencing risk has to do...

China From The Inside

April 2, 2014Educational

Dylan B. Minor PhD, MS, CFP, ChFC, CLU, CIMA I just returned from China by means of a delegation consisting of myself and a few other faculty from the Kellogg School of Management. It proved a fascinating and illuminating trip. Much is...

STRATEGIC RESOURCES