We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA)suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
OMNI 360 Wealth, Inc, an independent financial planning, investment advisory and financial services firm, is committed to safeguarding the confidential information of its clients.
We hold all personal information provided to our firm in the strictest confidence. These records include all personal information that we collect from you in connection with any of the services provided by Omni 360 Wealth.
We have never disclosed information to non-affiliated third parties, except as permitted by law, and do not anticipate doing so in the future. If we were to anticipate such a change in our firm policy, we would be prohibited under the law from doing so without advising you first.
As you know, we use health and financial information that you provide to us to help you meet your personal financial goals while guarding against any real or perceived infringements to your rights of privacy.
Schedule your free Exploratory phone call
Click here to see how we
can be of assistance.
Payment Portal
for Tax and Accounting invoice
This link offers a secure, quick way to complete your payment with Omni360 Advisors LLC.
Our Social Media
Connect with us on Social Media using the following buttons:
Visit our Podcasts
Listen in, Join the Conversation!
Recent Posts
Why the Family Office Approach Makes Sense for Franchise Owners
Franchise ownership can create financial complexity across businesses, investments, taxes, estate planning, and family wealth. Learn how a family office approach can help bring these ...
<p>The post Why the Family Office Approach Makes Sense for Franchise Owners first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Why Your Tax Advisor and Financial Advisor Should Work Together
Discover why coordination between your tax advisor and financial advisor can help create a more connected financial strategy for business owners, executives, and families with ...
<p>The post Why Your Tax Advisor and Financial Advisor Should Work Together first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
When Should You Start Retirement Planning? Earlier Than You May Think
When should you start retirement planning? Learn why retirement planning is an ongoing process and how business owners and families can prepare for the years ...
<p>The post When Should You Start Retirement Planning? Earlier Than You May Think first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>