At Alpha Omega Wealth Management (AOWM) our role is to help you pursue what is important to you. The process involves getting a deep understanding of who you are, your goals both now and in the future and your tolerance for risk. Using this knowledge in the financial planning process gives us a comprehensive snapshot of your journey to achieve financial independence.

No one’s life is static, so we take a long-term whole of wealth approach and invest your core wealth through informed, insightful, defensible, discipline and tailored advice to achieve your objectives and goals with reduced risk and increased reliability and certainty.