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Investment Management Service

Holistic Investment Management at Omni 360 Advisors: Aligning with Your Comprehensive Financial Strategy

At Omni 360 Advisors, we offer sophisticated investment management services, seamlessly integrated with your overall financial, business, and legal plans. Our team, consisting of certified financial planners and analysts, emphasizes tax-efficient investing to enhance your portfolio’s performance while minimizing tax liabilities. We tailor our investment strategies to align not only with your financial goals but also with your broader business objectives and legal considerations, ensuring a cohesive approach to wealth management. This holistic strategy allows us to create a robust investment plan that complements your legal and business plans, providing a comprehensive solution to wealth accumulation and preservation.

Customized Investment Approaches for Diverse Financial Needs

Understanding that each client’s financial journey is unique, Omni 360 Advisors provides customized investment solutions. Our strategies are designed to balance your short-term needs and long-term aspirations, offering both flexibility and foresight in your investment decisions. From assisting with retirement planning to addressing immediate financial requirements, our team is committed to guiding you with strategies that are not only effective but also tax-efficient, maximizing your investment returns while keeping in line with your overall financial plan.

Integrating Tax Efficiency with Investment Management

Our investment management philosophy at Omni 360 Advisors is deeply rooted in tax efficiency. We employ strategies that take into account the tax implications of investment decisions, aiming to reduce tax burdens and enhance overall returns. This approach is particularly beneficial for clients who are also navigating complex business and legal landscapes, as it ensures that investment decisions are made in a way that complements these areas, leading to a more effective and holistic financial strategy.

Expert Guidance in Navigating Investment and Tax Complexities

Investing, by its nature, involves navigating uncertainties and risks. At Omni 360 Advisors, we are committed to guiding you through these complexities with expertise and clarity. Our approach is educational and transparent, ensuring that you are well-informed about the potential risks and rewards of different investment choices. By focusing on tax-efficient investing and aligning our strategies with your overall financial, business, and legal plans, we empower you to make decisions that best serve your long-term financial objectives and risk tolerance.

LINDA FARINOLA, CFA, CFP©, EA

Neel Shah, Esq., CEPA, CFP®

BRYAN KATZ CFP®, CHFC®, CLU®, CASL®, RICP®

FRANK FERNANDEZ CFP®, EA


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Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Careers/Open Positions

Explore all available job
listings and become a part of an amazing team.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts
Immediate vs. Deferred Annuities

Despite not being as well known as some other retirement tools, annuities account for 6.5% ...

See more
According to Young Investors, Progress Toward Goals Matters Most

Younger and older investors are likely to have different preferences in music, movies, and fashion. ...

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Guiding Your Aging Parents Through Life’s Next Chapter: A Strategic Overview

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