WE MAKE THE COMPLEX SIMPLE
OMADA transforms financial complexities into a simplified plan.
What We Do
OMADA Wealth Management
We thoroughly assess every facet of your financial landscape and blend them together into a unified plan tailored to achieve your precise goals. This incorporates investment management, insurance, tax planning, legacy planning, and more.
OMADA Tax Planning
We thoroughly review your tax situation, going in-depth to uncover extra opportunities to lower your taxes. Our approach includes maximizing your business deductions and minimizing your taxable income through our proactive tax optimization process, which we perform annually for our clients.
OMADA Team Management
Entrepreneurs and high-income households often find themselves at the center of a network of specialists, from accountants, investment advisors, insurance agents and estate attorneys. However, these professionals typically work in isolation, leading to individuals shouldering the responsibility of overseeing every aspect of their finances. This lack of collaboration among experts can seriously jeopardize the safety and security of their financial well-being. OMADA steps in to revolutionize your financial journey, creating an efficient team of professionals who work harmoniously to achieve what matters most to you.
Our Process
We’re dedicated to helping you achieve financial freedom through our OMADA process, which tailors a personalized plan to your unique goals and needs.
- Introduction
- Discovery & Vision
- Document Deep Dive
- Personalized Education & Plan
- Plan Implementation
- Monitor and Update Plan
Who We Are
OMADA is the Greek word for TEAM, embodying our approach to every relationship. We address the complexities that emerge as our clients’ incomes grow by quarterbacking effective communication and proactive tax planning among a TEAM of professionals. This approach optimizes their OMADA Wealth Plan toward achieving financial freedom.