Omega² Wealth Management is a financial advisory firm serving financial professionals, asset managers, and high-net-worth individuals. Based in Keller, Texas, with additional listed locations in Phoenix and Tucson, the firm combines investment management with comprehensive financial planning through two offerings: the “Clock” and the “Compass.” The Clock is its cycle-aware asset management approach, which monitors business-cycle indicators and seeks to adjust allocations as economic conditions change, with an emphasis on risk management and capital preservation. The Compass represents strategic planning designed to keep financial decisions aligned with clients’ long-term goals and values.

Services described include estate architecture, tax strategy and tax-arbitrage planning, risk protection, retirement analysis, legacy and charitable planning, and guidance for special situations such as liquidity events and concentrated stock positions. Omega² presents its process as a structured, ongoing sequence of discovery, analysis, plan development, implementation, and monitoring. The firm states that it operates on a partner-led, fiduciary basis and offers consultations to discuss clients’ financial trajectories.