Omnes Wealth Management is a New York- based registered investment adviser providing investment advisory and related services to clients nationally, subject to applicable regulatory requirements. The firm takes a fiduciary-driven approach, putting clients’ goals and interests at the center of its recommendations. It works with individuals and families to build, grow, and protect wealth through personalized financial planning and disciplined investment strategies.

Its services include investment management, retirement planning, tax-aware planning, and risk management, combined into a cohesive wealth strategy. Omnes supports first responders and healthcare professionals with planning that coordinates pensions, retirement benefits, and investments. It also helps pre-retirees and retirees move from wealth accumulation toward sustainable retirement income, and works with business owners and professionals on investment, retirement, succession, and risk considerations.

Omnes has selected Charles Schwab & Co., Inc. as the primary custodian for client accounts. Through Schwab Advisor Services, clients can access a range of investment products, account types, trading services, and technology support.