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WHAT WE DO

Omni 360 Advisors is an integrated financial services, legal planning, and accounting firm* committed to a 360 approach to creating and implementing powerful life and legacy plans for our clients long-term success.
*see disclosure below

Asset Protection Planning

It can be difficult to make smart money moves that allow you to grow and protect your life.

Business Succession Planning

An important aspect of planning for your business’ future is to have a seamless succession plan in place.

Divorce Mediation Services

AMS has helped numerous couples successfully navigate high-asset divorces that require intricate knowledge of complex financial matters.

ESG Investing

Omni 360° is proud to offer an investment approach. When you partner with us on ESG investing, you have an opportunity to invest in companies that align with your personal values...

Financial Planning

Financial planning is a process, not a product. It is the ongoing task of determining how an individual, family or entity will manage financial resources to achieve...

Investment Oversight Service

Reviewing your investments and designing a personalized portfolio appropriate to your needs.

Professional Fiduciary Services

The determination of who will be the trustee of your trust is a very important decision.

Retirement Planning

The determination of who will be the trustee of your trust is a very important decision.

Risk Management

Omni 360° can help you protect your family, your income, yourself, and your business by using insurance as an important tool for your most valuable assets.

Tax Consulting & Accounting

What does Retirement mean to you? For many, it means transitioning from living a life of what you “have to do” to a life of what you “get to do.”

Tax Reduction Planning

Comprehensive review of your tax return to highlight opportunities for maximizing tax reduction strategies.

Tax Services

At Omni 360°, we guide our clients through a full- range of tax planning and preparation decisions with the aim of minimizing your aggregate tax liabilities and maximizing your cash flow.

Wills, Trust & Estate Planning

One of the most important protections we can provide to our loved ones after our passing is a clear and complete estate plan.

Entrepreneurs and Business Owners

Omni 360 supports business owners and entrepreneurs through tax planning strategies, estate tax and distribution strategies, insurance needs analysis, cash management and succession planning. Other services offered include assistance with managing variable income and liquidity events, sudden money management and retirement planning, including maximizing owner/partner benefits as well as establishment and servicing of company retirement plans.

Pre-Retirees/Retirees

Omni 360 assists retirees with their full spectrum of financial needs. These include aligning retirement investments with overall goals, developing retirement income distribution strategies, helping clients understand their retirement payout options, creating Social Security maximization strategies, and providing estate tax and distribution planning, long-term-care planning and retirement scenario planning.

Executives and Professionals

Omni 360 works with executives and professionals from leading companies to maximize executive benefit plans, conduct retirement and other scenario planning, implement tax planning strategies and analyze stock options, restricted shares and other employer stock plans. We also devise strategies for deferred compensation planning, manage variable income streams and maximize pension payouts.

Men and Women in Transition

For men and women in transition (for example, divorcees or widows), Omni 360 provides comprehensive financial support and planning. Specific services offered include analyzing the tax consequences of divorce settlements, cash flow and budgeting, real estate planning (for example, advice on selling a home or buying new property), second-marriage financial planning, long-term-care planning, end-of-life planning, and life insurance and long-term disability insurance planning.

Young Professionals/Family

Charting a Prosperous Path for Young Professionals: Your Financial Success, Our Priority. As you embark on your career journey, our comprehensive financial planning is designed to guide you through the maze of decisions, helping you secure a stable future. We understand the unique challenges you face – from managing student loans to optimizing your early-career earnings – and we're here to provide expert insights that align with your ambitions.

News and Insights

PROACTIVE YEAR-END TAX PLANNING

One of our main goals as holistic financial professionals is to help our clients recognize tax reduction opportunities within their investment portfolios and...

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AS FEATURED IN

Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!