Individuals & Families
We help our clients prepare thoughtfully, invest wisely and give generously.
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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.
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.
Please Note: The scope of any financial planning services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Alpha Omega Wealth Management, LLC does not serve as an attorney, accountant or insurance agent. Alpha Omega Wealth Management, LLC does not prepare legal documents, nor does it sell insurance products.