Our Services
We redefine financial strategy through sophisticated financial consulting and wealth management services. We’ve built one of the most seasoned, sophisticated teams in Southern California, combining our commitment to protecting client interests with our passion for innovation.
OUR APPROACH
We empower our clients to master the intangible force of wealth, transforming it into a cornerstone of their lives.
With decades of honed expertise and unique connections, we have guided clients through life’s pivotal moments and the ebb and flow of unpredictable markets. Along the way we’ve developed innovative and proprietary strategies that not only fortify their financial positions but also enrich their understanding of the capital markets.
Omega Financial Group stands at the intersection of academia and practice, where innovation in finance is born. Recognizing that the most significant advancements often emerge from this collaboration, we have uniquely positioned our practice through Praxis. These strategic alliances with leading academic institutions allows us to not only leverage past breakthroughs but also to pioneer new ones. By seamlessly integrating cutting-edge research with practical application, we ensure that the families we serve benefit from the very forefront of financial evolution.
SERVICES
We redefine financial strategy through sophisticated financial consulting and wealth management services.
We’ve built one of the most seasoned, sophisticated teams in Southern California, combining our commitment to protecting client interests with our passion for innovation.
Our Skillset
We empower our clients to harness their wealth, transforming it into a cornerstone of their lives.
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.
