Our Service

We are built on the foundation of treating others like we want to be treated.

Collaboration

Our top priority is getting to know you, your family and your centers of influence
Our family partnerships are often generational and can involve coordination with your tax, estate and insurance professionals
We work closely with institutions to address spending, budgeting, risk management, asset allocation or education needs

Care

Our stewardship is built on moderation, discipline and vigilance
We are focused on mitigating risk and limiting behavioral biases
We believe in treating our clients as we would want to be treated and seek to improve continuously

Convenience

We strive to make it easy for you to do business with us
Our familiar and dedicated team is highly responsive to your requests
Our technology allows for easy access to content and information

Communication

We work hard to ensure our clients understand our approach, fees and investments
We actively communicate through calls, emails and blogs
Our standard practice is to offer quarterly meetings to our clients

The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Alpha Omega does not serve as an attorney, accountant, or insurance agent. Alpha Omega does not prepare legal documents or tax returns, nor does it sell insurance products.