Omega Capital Management LLC offers comprehensive financial planning and investment advisory services with a focus on tax-free income and capital preservation.
Omega Capital Management LLC was established by the owner of The New Albany CPA Co to merge CPA expertise with investment advisory services. The firm specializes in comprehensive financial planning, tax-free income strategies, and personalized retirement solutions.
With a focus on capital preservation and growth, Omega Capital Management LLC assists clients in optimizing their investment portfolios, navigating employer retirement plans, and ensuring compliance with IRS regulations. The company serves clients nationwide, offering tailored advice for both personal investing and business retirement planning, including 401(k) setup and management.
CPA-founded investment advisory firm
Focus on tax-free income and capital preservation
Comprehensive 401(k) planning with tax credit assistance
Personalized client support including private client line and essential document management
Services
Personal Investing
Personal investing services with a focus on tax-exempt offerings, lower tax rates, and essential document management.
Private Client LineTax Expertise for InvestingEssential Documents
401(k) Services
Expertise in setting up, managing, and optimizing employer retirement plans with compliance and tax credit assistance.
Employer Plan SelectionNo Minimum FeesTax Credit CalculationsSafe Harbor ComplianceRMD and Employer Matching ContributionsEmployee Education ResourcesPayroll IntegrationWhite Glove Service
Credentials & Certifications
Registered Investment Advisor
CPA
Reviews
Rating
5
★★★★★
Reviews
2
"Sara is professional, kind and extremely knowledgeable!"
Frequently Asked Questions
How do I preserve my capital? +
Using empirical data and extensive research, Omega Capital Management LLC develops strategies that preserve capital while maintaining a healthy growth rate.
Do my current investment types, quality levels, and fees align with my goals? +
The firm provides a portfolio analysis comparing risks, quality levels, fees, and growth rates to ensure investments align with client risk comfort and goals.
Which employer plan is right for my business? +
Omega Capital Management LLC assists businesses in selecting the most advantageous employer retirement plan based on entity type, employee count, and tax preferences.
5.0
