Omega Wealth Private Capital LLC

Omega Wealth Private Capital is a registered investment advisor based in Ohio that offers discretionary and non-discretionary portfolio management services to individuals, trusts, estates, and business entities. Omega Wealth Private Capital collaborates with an affiliated sub-advisor, Foundations Investment Advisors, to access proprietary portfolio models and handle back-office operations, trading, and reporting. The firm tailors asset allocation strategies based on each client's individual goals, risk tolerance, and time horizon. Omega Wealth Private Capital requires a minimum portfolio size of $500,000 to open an account, though this requirement can be waived at the firm's discretion and met by combining household accounts.