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3200 Park Center Drive, Suite 1240, Costa Mesa, CA 92626

(949) 466-3854
robert.smith@omegawealthstrategies.com
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Break Away From Passive Wealth Management

Omega Wealth Strategies is an independent wealth manager focused on tactical/active management to seize oportunities to build and protect your wealth for today and your legacy.

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Don’t Ride Out The Market.
Let Us Take The Wheel.

Watching losses and waiting for recovery doesn’t typically yield the growth we have in mind for you, and in many cases, waiting for a recovery is not an option. Let us help you steadily build both your wealth and your confidence through active asset management. 

I'm Ready to Grow
Actively Improving Our Craft And Fine-Tuning Your Portfolio

Actively Improving Our Craft And Fine-Tuning Your Portfolio

We are not your typical independent wealth management firm. Instead of model portfolios and defensive strategies, we use real-time market insights to actively manage your portfolio.

Serving A Select Number Of Discerning Clients

Serving A Select Number Of Discerning Clients

We don’t follow the industry script, and neither do our clients. We are selective about who we serve, preferring to work with clients who value our tactical approach and high-touch service. Among those we serve are select and discerning:

  • Individuals & Families
  • High Net-Worth Individuals
  • Retirees
  • Business Owners

Delivering Full Service Wealth Management

From active asset management to advanced planning, our services are built for people who want more from their wealth and more from their wealth advisor.

Grow And Optimize Your Wealth

Reduce taxes, protect assets, and plan ahead with personalized strategies designed to make your wealth work harder.

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Invest With Precision

Stay strategically positioned active portfolio management based on real-time market insights—not models.

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Strengthen And Transition Your Business

Build value, plan your exit, or prepare for what’s next with clear, strategic business and personal wealth planning.

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Learning Center

Do Our Biases Affect Our Financial Choices?

Do Our Biases Affect Our Financial Choices?

Even the most seasoned investors have biases affecting their financial choices.
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Healthcare Costs in Retirement

Healthcare Costs in Retirement

Without a solid approach, healthcare expenses may add up quickly and potentially alter your spending.
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Trends in Charitable Giving

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
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Find Out How
You Fit

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