Why Clients Should Choose OmniVest?


The original vision for establishing OmniVest Group was to create an investment consortium where our clients will find:

  • Honest and creative investment advice with a strong reputation for achieving successful results
  • A non-sales approach as it relates to any investment product or service
  • A fiduciary partner who at all times puts our clients´s needs and goals ahead of all else
  • A consultative style that encourages ongoing and frequent communication
  • Access to a team of highly capable outsourced service representatives who work with us in partnership to offer our clients best-in-class services in areas such as estate planning, trust services, financial planning, and mortgage banking

In other words, we envisioned and built an environment which, we believe, is unique to both the brokerage and the investment advisory world.