Alpha Omega Wealth Management, LLC

Alpha Omega Wealth Management advises individuals, trusts, estates, charitable organizations and retirement plan sponsors, serving both non‑high‑net‑worth and high‑net‑worth clients. The firm offers discretionary and non‑discretionary investment management, financial planning and consulting, retirement plan consulting, and family‑office style services such as household finance, family education and philanthropic planning, managing just over $1 billion in client assets.

Alpha Omega typically constructs portfolios aligned with client objectives using fundamental analysis and a long‑term purchase orientation, with ongoing monitoring and periodic rebalancing. The firm also uses option and derivative strategies—explicitly describing covered call writing and the purchase of put options—and allocates to independent managers, mutual funds, ETFs and private investment funds while treating cash as an asset class; it supplements investment work with AI tools governed by a formal policy and human review.

What is notable relative to many peers is Alpha Omega’s documented use of derivatives and options within separately managed accounts, a practice that is less common among advisory teams of this size. The firm’s blend of expanded family‑office services alongside retirement‑plan consulting, plus custodial arrangements that include negotiated technology and research support, distinguishes its service mix from more narrowly focused wealth managers.