What We Do

OMADA Wealth Management

  • Asset Management: Custom portfolios tailored to your unique financial circumstances, aligning with both your immediate and long-term goals
  • Strategic Asset Location: We assist our clients in building wealth inside tax-advantaged vehicles. Utilizing strategic IRA to ROTH IRA conversions, tax-advantaged investments, and analyzing the short-term and long-term tax benefits of all strategies we explore. This approach enables clients to effectively build wealth while optimizing tax efficiency
  • Life Insurance Solutions: Tailored life insurance solutions, including leveraged, partially leveraged, and non-leveraged options, customized to your unique financial situation.
  • Disability Insurance: Comprehensive disability insurance coverage to safeguard your financial well-being in the face of unexpected challenges
  • Retirement Analysis: Thorough retirement analysis to ensure your financial future is secure and aligned with your retirement goals
  • Strategic Tax Planning: Skillfully integrate strategic tax planning services into your overall wealth management strategy, optimizing tax efficiency and preserving your wealth.

OMADA Tax Planning

We meet with all clients proactively throughout the year in order to assess and implement tax mitigation strategies before years end.

  • Full Tax Analysis of projected tax liability for the current year – So you know what taxes you’re looking at paying. We focus primarily on Federal and State taxes for this analysis. Simple but important to know.
  • A deliverable plan of customized strategies that fit your needs to lower tax liability and hit the goals you’ve outlined. This usually includes a combination of 2-5+ different tax planning strategies designed to get all our clients below the $364,201 (32%) income threshold. We can usually go below that but try and get all clients to be at a max bracket of 24% when possible.
  • QBI deduction maximization. This can make a big difference if not getting full deduction as of now.
  • Education around all the strategies that could be useful in your specific situation.
  • Tax Credits – ERC is the most common credit our clients have qualified for.

OMADA Team Management

As an entrepreneur, you stand at the center, surrounded by key players—your accountant, insurance agent, estate attorney, and investment advisor—all contributing significantly to shaping your financial future.

However, specialists like accountants, insurance agents, investment advisors, and estate attorneys often operate independently. This lack of communication places the responsibility on you to oversee every aspect, jeopardizing the security of your finances. Effective coordination among these professionals is crucial for well-integrated and efficient financial management.

OMADA steps in to quarterback your financial journey, creating and leading an efficient team of professionals who work together to achieve what matters most to you.