Our Company

Omega Investment Partners offers all-encompassing financial services for our clients. Our reputation thrives on our high-level of customer satisfaction. When our clients are truly confident in their financial stability, we have done our job.

Our Commitment

Whether you are experienced in the world of financial matters or are just starting to build your portfolio, Omega Investment Partners can help you every step of the way. We have been working with retirement plans for over 32 years and during that time we have helped many plan participants plan for retirement. In many cases we formulate a plan for retirement plan years before the actual retirement date and execute that plan when the time comes. 

Our Principle

We have a defined investment process that includes choosing, monitoring, and maintaining a risk based portfolio based upon what stage you are in your career or retirement. We are a fee for service provider that allows us to offer our clients a fair price for managing your portfolio of investments. We interact with our clients no less frequently than quarterly and monitor your investments at all times. As fiduciaries for retirement plans for many years, we have developed the same care and expertise for our wealth management clients.