Estate Planning Seminar - Omega Wealth Private Capital

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 Readiness Plan – Powered by the five agreements^TM, 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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