Omnica Wealth

Financial Services

For Business Owners we provide: Integrated Planning Your business finances are inseparable from your personal financial health. We plan with both in mind. We look at the Whole Picture Think about business valuation, risk management, retirement planning, tax efficiencies, and exit strategies. The Future of Your Business Our work seeks to ensure your business's longevity and success for generations to come.

The actions you take now will affect the future "you". Making a plan will make a difference. We can help.

No matter who you are or what you need, our commitment remains the same: to guide you through the financial intricacies of today with a clear vision for tomorrow, ensuring that you feel prepared for whatever the future may hold. Retirement Planning Tax Planning High-Net-Worth Individuals and Families Multigenerational and Legacy Planning

Our dedicated Chartered Financial Analyst (CFA) manages our company's investment strategy, leads our investment committee, and develops and maintains our portfolio model management process. Analyzes and recommends changes to improve portfolio efficiencies and performance, based on specific parameters (e.g., risk tolerance, economic cycles, interest rates, and sector weighting).

Retirement Planning and our process includes Tax-Efficient Withdrawal Strategies. We can help guide you to determine the ideal order of withdrawals from your retirement accounts, minimizing tax impact and ensuring a steady income stream. Risk Management Well work together in identifying and addressing potential risks to your retirement savings, such as market volatility or unforeseen costs, helping to protect your financial well-being. Lifestyle Planning Your financial plan should evolve to meet your retirement aspirations. Were here to guide you, making sure you're perfectly positioned to achieve them.

There are several key considerations involved with 401(k) planning. We help clients select the best options for rolling funds into or out of a 401(k) plan. That includes reviewing current allocations and investment options in a plan. Where appropriate we provide recommendations, in line with the client's risk tolerance and time horizon.

Where we do not actively sell insurance or any commission based products, we do provide analysis, recommendations and on-going oversite on clients current insurance holdings. We also partner with consultants that are experts in all areas of insurance.

Where we do not actively sell annuities or any commission based products, we do provide analysis, recommendations and on-going oversite on clients current annuity holdings.

Our comprehensive wealth management includes Multigenerational & Legacy Planning. Keep your legacy alive. Custom plans that align your financial goals with what you dream for your family's future. Generational Wealth Transfer We have the know-how in estate planning and trusts to ensure your legacy sticks around with minimal tax impacts. More Than Money It's not just about the assets - it's about making sure your values and traditions get passed on too.

We do not currently have an accountant on-site but we do integrate and coordinate our planning and services with your accountant/CPA as necessary. In speaking with many CPAs, our service and planning in this area is a bit unique as not many financial advisors analyze and plan to this level.

We have many clients that are saving, investing, and planning for the educational costs of their children and grandchildren. On-going asset allocation and distribution management is all important in this area of planning.

Expect something different from a practice like ours. Our name says a lot about what we stand for: omni means all-encompassing. Accordingly, our team consists of advisors, with expertise in "every facet" of a comprehensive financial strategy (e.g., investment management, retirement, legacy planning, charitable giving, tax-efficiencies, and lifestyle planning.

Prepare for (almost) anything. Build resilience, flexibility, and adaptability into your financials. From meticulous wealth planning to impactful investment strategies, we are committed to guiding you through the complexities of managing your wealth.

With our many Advisors who are Certified Financial Planner^®, we are experienced and knowledgeable to discuss and plan for any complex needs of our clients. Hands-On Experience Income sources, family structures, business ownership, and more can create complexity. We work with this on a regular basis. Laws and Regulations Changing laws affect taxes, estate planning, giving, and more. Well adapt your strategy as necessary. Executive Compensation Our work seeks to help you make the most of complex compensation and benefits packages.

With a CFA on staff, our investment committee, our model management process, and our third party oversite; we are very qualified to manage over $1b in client assets. Let us show you what our client portfolio management process looks like.