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

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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 will 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 treat you as we would want to be treated and seek to improve continuously

Convenience

  • We put a premium on making 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 are transparent with our approach, fees and investments

  • We actively communicate through calls, emails and blogs

  • Our standard practice is to offer quarterly meetings to our clients