Individuals & Families

We help our clients prepare thoughtfully, invest wisely and give generously.

Money can cause significant anxiety and stress for individuals and families, no matter their level of wealth.  We help clients responsibly steward all aspects of their finances so they can worry less and be free to live more flourishing lives.

  • Spending

  • Saving

  • Giving

  • Transition

  • Protection


  • Stocks

  • Bonds

  • ETFs

  • Mutual Funds

  • Asset Managers



  • Gather

  • File

  • Update

  • Share

As a fee-only firm, we are not paid for selling investment products.  We do not accept commissions, referral fees or other third party fees.  We are designed to provide advice based on our highest priority of always putting our client's interests first.

Alpha Omega Wealth Management

7202 Glen Forest Drive, Suite 300
Richmond, VA 23226

Office 804.955.1600 Toll-Free 866.877.6561 Fax 804.955.1616

© 2014 Alpha Omega Wealth Management. All rights reserved.


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