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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

When Do You Need a Will?

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.
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Saving Early & Letting Time Work For You

Saving Early & Letting Time Work For You

The earlier you start pursuing financial goals, the better your outcome may be.
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Passing Down Financial Values as a Part of Your Legacy

Passing Down Financial Values as a Part of Your Legacy

Share money lessons in retirement, update estate plans, and pass down a clear legacy mindset to kids and grandkids.
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Find Out How
You Fit

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