Colitsas Thomas & Associates PA

Omni 360 Wealth, Inc. is a distinguished financial services firm dedicated to serving the needs of individuals, families, businesses, trusts, and estates. With a professional team that includes financial advisors, wealth managers, and insurance specialists, we are committed to reporting, growing, and protecting your income, wealth, and assets.

Our firm has a rich history, having been founded in 1996 as an independent registered investment advisor. Over the years, we have grown and evolved, combining with other firms and expanding our services to better meet the needs of our clients. In 2010, we joined forces with Thomas Colitsas & Associates P.A. to form the Princeton Financial Group, LLC. More recently, in 2023, we welcomed Beacon Wealth into the fold and rebranded as Omni 360.

Throughout our evolution, one thing has remained constant: our commitment to providing personalized, comprehensive financial services. We take a thorough approach to all aspects of your financial future, and are dedicated to providing you with financial information and advice tailored to your unique needs and goals. Whether you are navigating through special circumstances or creating a long-term strategic plan, we are here to help you understand your choices and the potential impact on your future.

Our Services

At Omni 360 Wealth, Inc., we offer a wide range of financial services designed to meet the diverse needs of our clients. These services include:

• Personal Services: We believe that financial planning is a process, not a product. Our team of advisors will work with you to determine how to best manage your financial resources to achieve your goals and navigate the challenges that inevitably arise.

• Business Services: Our firm offers a variety of services for businesses, including cash management, treasury management, and retirement plans. We can help you manage your business's financial resources and plan for the future.

• Risk Management Services: We understand the importance of protecting your family, your income, and your business. That's why we offer risk management services, using insurance as a tool to safeguard your most valuable assets.

Our Team

Our team of professionals at Omni 360 Wealth, Inc. is our greatest asset. We are proud to have a diverse group of experienced advisors and support staff, all dedicated to providing the highest level of service to our clients. Our team includes:

• Financial advisors who will work with you to create a personalized financial plan and help you make informed decisions about your financial future.
• Wealth managers who will help you grow and protect your wealth, providing investment management and financial planning services.
• Insurance specialists who will help you manage risk and protect your family, your income, and your business.

Our Commitment

At Omni 360 Wealth, Inc., we are committed to providing the expertise, perspective, and discipline to help you stay focused on your financial goals and the commitment to achieve those goals. We are here to help you make informed decisions about your financial future, and to provide the support and guidance you need to make your financial dreams a reality.