JW
Joe Wilson Iii
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Work Experience
Co-Founder
2017 - Present ยท 7 years and 11 months
Trilogy Private Capital
President, Wealth Management
2014 - 2017 ยท 3 years
Financial Advisor
2009 - 2014 ยท 5 years
Company Details
At Omega Wealth Private Capital, LLC we plan with a ๐’‘๐’–๐’“๐’‘๐’๐’”๐’† to help you ๐๐„ & ๐’๐“๐€๐˜ ๐™๐™š๐™ฉ๐™ž๐™ง๐™š๐™ข๐™š๐™ฃ๐™ฉ ๐™๐™š๐™–๐™™๐™ฎ! Our ๐—ฅ๐—ฒ๐˜๐—ถ๐—ฟ๐—ฒ๐—บ๐—ฒ๐—ป๐˜ ๐—ฅ๐—ฒ๐—ฎ๐—ฑ๐˜† ๐—ฅ๐—ฒ๐˜ƒ๐—ถ๐—ฒ๐˜„ covers ๐Ÿฐ ๐—บ๐—ฎ๐—ถ๐—ป ๐—ฎ๐—ฟ๐—ฒ๐—ฎ๐˜€: 1๏ธโƒฃ INCOME 2๏ธโƒฃ TAXES 3๏ธโƒฃ FEES 4๏ธโƒฃ RISK Advisory Services offered through Omega Wealth Private Capital, LLC, a Registered Investment Advisor. The firm is registered as an investment advisor with the state of Ohio and only conducts business in states where it is properly registered or is excluded from registration requirements. Omega Wealth Private Capital, LLC is separate and distinct from insurance sales and services provided by Wilson Private Capital, LLC. Services offered by Omega Wealth Private Capital, LLC. are limited to the management of securities portfolios and associated ancillary review. 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.
Year Founded
2017
Social Media
Linkedin
Industry
Financial Services
HQ Location
7870 E Kemper Rd Suite 430 Cincinnati, Ohio 45249, US
Keywords
InvestmentsIRA401kPensioPension RolloverManaged MoneyAnnuitiesMutual FundsHealth InsuranceLife Insurance
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