About Us

Built For Clients Who Expect More From Their Advisor

Through tactical expertise and agile execution, Omega Wealth Strategies keeps you moving toward your goals instead of waiting for market rebounds. If you’re looking for a model portfolio or prefer a “buy and hold” strategy, that’s not what we do—and you don’t need an advisor for that. What we do is active, tactical portfolio management. We move swiftly and decisively, positioning you to capture growth and reduce downside risk in any market environment.

We Don’t Let Your
Money Sit Idle

Reduce Your Risk

We’re Fueled By Passion And Focused On Fit

We live and breathe this work, and we care deeply about the relationships we build through it. We work best with clients who value our knowledge, lean into our responsiveness, and trust our execution. This is a high-touch partnership built on care and mutual respect. If we’re a good fit, we can do great work together.

We’re Here With Answers When You Need Us

With over 25 years in the industry, we’ve earned trust through our performance and responsiveness. When you call, we answer. We don’t use a call center, and you’ll never get handed off to a junior advisor. By design, we are highly accessible and readily available, even on weekends.

Experience the Impact of
Active Asset Management

I'm Ready

Meet Robert Smith, AIF®

Robert A. Smith, ChFC^®, AIF^®

Wealth Manager | Financial Planner | Special Care Planner | Investment Advisor Representative

(949) 471-5876

(949) 851-6323

robert.smith@omegawealthstrategies.com

Robert Smith entered the financial services industry in 1996 and has spent his career guiding business owners, high net-worth individuals and corporate executives with wealth accumulation and wealth preservation strategies. Using a...

How We Engage With You

These values guide every decision, relationship, and portfolio we manage. They are rooted in care, conviction, and an unwavering focus on our most highly valued asset: you.

Give Long-Term Guidance

We believe in building enduring relationships. Clients stay with our firm because they feel supported and confident in any market.

Make Market Moves With Agility

We are always optimizing within the current market to help capture better returns on the upside, while reducing downside risk. We move decisively, staying ahead rather than sitting back and waiting.

Always Be Accessible

We are available when our clients need us most. Our open, communicative approach means clients never feel left in the dark because they know they have a partner who always responds.

Lead With Knowledge

We study and analyze the market in real-time to make sure we stay ahead of trends and shifts. This commitment ensures every decision is made with sharp insight and unwavering conviction.

Working Together With:

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Frequently Asked Questions

We know choosing an advisor wealth comes with questions. Here are answers to some of the most common ones we hear.

Most advisors follow “buy and hold” strategies and wait for markets to rebound. That’s not us. We take a highly active, tactical approach—moving swiftly to capture opportunities and reduce downside risk so your money is always working for you.
We partner with people who expect more from their advisor—clients who value responsiveness, trust our execution, and want a true high-touch relationship. If you want a passive portfolio, we’re not the right fit. If you want a hands-on partner, we are.
When you call, we answer. You won’t be routed through a call center or handed off to a junior advisor. With over 20 years in the industry, we pride ourselves on being directly available when you need us—even on weekends.
We don’t sit back and hope for the best. Our team continuously monitors and adjusts portfolios, positioning you to benefit from market shifts while reducing potential losses. Agility and decisive action are at the core of how we protect and grow wealth.
Because they feel supported, informed, and confident in their financial strategy. Our clients know they have a partner who is proactive, accessible, and deeply invested in their success—backed by decades of experience and a reliable track record of results.

Is Omega Wealth Strategies The Firm For You?

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