Olson & Wilson Private Capital
Finance · Ohio, United States · 1-10 Employees
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Overview
Headquarters
7870 E Kemper Rd Ste 430, Cincinnati, Oh...Phone Number
(513) 657-1072Website
www.owprivatecapital.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
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About Olson & Wilson Private Capital
Omega Wealth Private Capital is an independent financial advisory firm dedicated to helping clients build effective retirement plans through personalized strategies and clear communication. They offer a range of services including portfolio management, retirement income planning, and tax-efficient strategies, ensuring that clients' financial plans evolve with their life changes. The firm emphasizes a hands-on approach, actively managing clients' financial details rather than adopting a 'set and forget' mentality. Their target clients are individuals seeking clarity and confidence in their financial futures, particularly as they approach retirement.Explore more
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Omega Wealth Private Capital is an independent financial advisory firm dedicated to helping clients build effective retirement plans through personalized strategies and clear communication. They offer a range of services including portfolio management, retirement income planning, and tax-efficient strategies, ensuring that clients' financial plans... Read More
