Alpha Omega Wealth Management

Our Mission

Alpha Omega Wealth Management is an independent, fee-only wealth management firm based in Richmond, Virginia. We partner with individuals, families, and non-profit institutions to empower them to achieve their financial goals through thoughtful planning, wise investment strategies, and thoughtful philanthropy.

Our Philosophy

We believe in building successful, long-term relationships built on mutual trust, clear communication, and a shared commitment to the planning and investing process. As a fee-only firm, we are not incentivized to sell investment products. Our primary motivation is to act in the best interest of our clients, always placing their needs first.

What We Do

We offer a comprehensive range of services designed to meet your unique financial goals and circumstances.

Individuals & Families

• Personalized financial planning and investment strategies
• Goal-oriented wealth management
• Retirement planning and analysis
• Estate and legacy planning
• Tax optimization strategies

Non-Profit Institutions

• Comprehensive fundraising and endowment management
• Strategic planning and governance
• Investment and risk management

Our Team

Our experienced team of professionals possesses diverse backgrounds and expertise in wealth management, investment analysis, compliance, and philanthropy. Each member is dedicated to providing personalized attention and building strong client relationships.

Our Approach

We take a collaborative and holistic approach to wealth management. We work closely with clients to understand their unique goals, concerns, and financial situation. We then develop a customized plan that aligns with their individual needs and aspirations.

Our Commitment

At Alpha Omega Wealth Management, we are committed to:

• Transparency: We provide clear and concise information about our fees, services, and potential conflicts of interest.
• Client-Centricity: We prioritize your needs and interests in all our recommendations and actions.
• Integrity: We uphold the highest ethical standards and adhere to industry regulations.
• Sustainability: We consider the impact of investment decisions on the environment and society.