Unapologetically

different by design.

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Fiercely independent. Fiercely loyal.

At OW Private Capital we call out potential problems like we see them. No condescending financial jargon. Just simple language and analysis to help clients better understand what they are investing in and why.
As independent financial advisors our only agenda is your agenda. We have access to numerous vetted financial instruments and have the freedom to utilize wealth management philosophies that are specific to and appropriate for your needs.
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Quality of life is more than just a number

Life is about experiences not numbers. We have seen first hand the damage caused by focusing on just numbers without the client’s life vision in mind. Your life and dreams will change. We believe your financial plan should too.

Our work begins when yours ends.

At OW Private Capital we respect the lifetime you have worked, the sacrifices you have made. Every detail of your 40, 50, or even 60 year career should be actively managed. We don’t set and forget financial plans.
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Stop talking.

Start doing.

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Stop talking.

Start doing.

The only way to achieve a goal is to start DOING. Our team will take a comprehensive assessment of your goals and risk tolerance on the frontside, then design a plan that ensures your todays are taken care of and your tomorrows are tied to a flexible growth strategy. We will scour every detail of your financial plan and look to maximize tax efficiency, minimize unnecessary fees and risks, and account for inflation and rising health care costs.

Joseph R. Wilson III, AAMS

President

Joe is the founder of OW Private Capital. Joe has spent the last 18 years in the investment and financial planning industry, spending many years on the inside of several regional wirehouse firms. That experience allowed Joe to witness firsthand how those large regional firms handled their clients planning and investment portfolios. This inside experience developed in Joe a burning desire to do things differently when he had his own firm.
Joe’s determination to remove the “Wallstreet Jargon” allowing clients to understand what they own and why they own it. He believes that truly understanding your retirement plan is the difference between being and staying retirement ready.
On weekends you can find Joe watching John Wayne movies on a rainy day or playing golf with his wife Angela of almost two decades and watching their two kids playing in a college golf tournament. They are truly a golf fam.
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Headquarters:
7870 East Kemper Rd., Suite 430
Cincinnati, OH 45249
Satellite:
*By Appointment Only
70 Birch Alley
Beavercreek, OH 45440
513.657.1072
This website is a publication of Omega Wealth Private Capital, LLC. The firm is registered as an investment adviser with the state of Ohio and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability.
Information presented is believed to be current and should not be viewed as personalized investment advice. All expressions of opinion reflect the judgment of the authors on the date of publication and may change in response to market conditions. You should consult with a professional adviser before implementing any strategies discussed. Content should not be viewed as an offer to buy or sell any of the securities mentioned or as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation.
All investments have the potential for profit or loss. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio. There are no assurances that a portfolio will match or exceed any particular benchmark. Asset allocation and diversification do not ensure or guarantee better performance and cannot eliminate the risk of investment losses.
Hyperlinks on this website are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours.
Advisory services offered through Omega Wealth Private Capital, LLC are separate and distinct from insurance sales and services provided by Wilson Private Capital, LLC. Services provided by Omega Wealth Private Capital, LLC are limited to the management of securities portfolios and associated ancillary reviews. All other services, including the Retirement Ready Review, the Retirement Ready Tax Analysis, and the Retirement Ready Income Plan are provided by Wilson Private Capital, LLC.
Wilson Private Capital, LLC also provides non-securities related financial planning advice, including, but not limited to, retirement income planning, general financial plans, wealth management strategies, annuities, IRA/401(k) rollovers, asset protection strategies, life insurance, tax-efficient strategies, long-term care strategies, Medicare, legacy planning, and trust, charitable and estate planning.
Educational seminars, workshops and classes are provided by Wilson Private Capital, LLC at no additional cost to the client.
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