Omega Wealth Private Capital
JOSEPH R. WILSON III, AAMS
With a focus is on asset management, proper allocation, and retirement income planning, Joseph R. Wilson III has been in the financial services industry since 2006. A graduate of Indiana Wesleyan University and an Accredited Asset Management Specialist (AAMS), Joe has passed the Series 7, 31, and 66 securities exams and holds life & health insurance licenses. His goal is to bring finance to life for his clients without all the Wall Street jargon. He considers it his directive to help individuals retire with confidence by preparing them for the most challenging, volatile markets so they can be and stay Retirement Ready.
"Helping our clients navigate the Retirement Ready process is my mission and passion in life! Everyone deserves the opportunity to retire with confidence.”