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Fiercely independent. Fiercely loyal.

At Omega Wealth 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.

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 Omega Wealth 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.

Stop talking.

Start doing.

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, CEO

Joe is the founder of Omega Wealth 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 for over 25 years and watching their children.

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CINCINNATI HEADQUARTERS
7870 East Kemper Rd., Suite 430
Cincinnati, Ohio 45249
(513) 657-1072

NORTHERN KENTUCKY OFFICE
740 Centre View Blvd., Suite 301
Crestview Hills, Kentucky 41017
(859) 298-7067

INDIANAPOLIS OFFICE
3850 Priority Way S Dr., Suite. 116
Indianapolis, IN 46240
(317) 383-0877