Business Details
12 Years
experience
Your Trusted Partner for Comprehensive Wealth Management Solutions
Alpha Omega Wealth Management is a dedicated wealth management firm committed to helping clients prepare thoughtfully, invest wisely, and give generously. Our approach centers on building long-term relationships grounded in mutual trust, effective communication, and shared commitment to financial planning and investment processes. We specialize in serving individuals, families, and non-profit institutions, providing tailored solutions that align with clients' unique goals and values.Our collaborative methodology includes close coordination with clients' tax, estate, and insurance professionals to ensure comprehensive strategies. Emphasizing stewardship, discipline, and vigilance, we prioritize risk mitigation and behavioral bias reduction while maintaining a client-centric philosophy that drives continuous improvement in service delivery.
Services
Wealth Management
Financial Planning
Investment Advisory
Risk Management
Tax Coordination
Estate Planning
Institutional Consulting
Quarterly Meetings
Client Education
Asset Allocation
Details
- Year established: 2014
Highlights and features
- We are an independent, fee-only wealth management firm committed to unbiased advice.
- Our team holds advanced certifications including CFP, CIMA, and CRPC designations.
- We implement a collaborative approach, coordinating with clients' legal and tax professionals.
- Our stewardship philosophy emphasizes risk mitigation and behavioral discipline.
- We maintain generational partnerships with families and institutions through personalized service.
Associations and certifications
- CIMA
- CFP
- AIF
- CRPC
- CSRIC
- CAP
Services
Wealth Management
Our wealth management services provide comprehensive strategies for financial growth and preservation. We develop personalized plans addressing investment objectives, risk tolerance, and long-term goals. Our approach combines disciplined portfolio management with ongoing client education to ensure informed decision-making.
Investment Advisory
Tailored investment advisory services focus on constructing diversified portfolios aligned with client-specific objectives. We employ evidence-based strategies combined with active risk management to optimize returns while maintaining alignment with individual financial plans.
Risk Management
Risk management solutions identify potential threats to financial stability through thorough analysis of investment portfolios and life circumstances. Our strategies implement protective measures while maintaining growth-oriented approaches consistent with clients' risk capacity.
Institutional Consulting
Institutional consulting offers specialized financial strategies for non-profit organizations. We address budgeting requirements, spending policies, and endowment management while providing governance education to support sustainable financial practices.
Estate Planning
Estate planning services coordinate with legal professionals to create effective wealth transfer strategies. Our approach ensures generational wealth preservation through tax-efficient methods while respecting clients' charitable and family legacy objectives.
People
Clay Hilbert
Managing Partner
Clay Hilbert is a CIMA-certified Managing Partner with expertise in wealth management strategy and client relationship development at Alpha Omega Wealth Management.
Everett Reveley
Partner
Everett Reveley, a CFP and AIF professional, specializes in creating customized financial solutions for high-net-worth clients and institutional investors at Alpha Omega.
Clement Teden
Partner
Clement Teden brings extensive partnership experience in financial consulting, focusing on investment strategy and client service excellence at Alpha Omega Wealth Management.
Holly Ruff
Partner
Holly Ruff, a CFA charterholder, leads investment management initiatives in Staunton, providing analytical expertise for institutional and individual client portfolios.
LeAnn Mitchell
Chief Compliance Officer
LeAnn Mitchell, a CRPC-certified professional, oversees compliance operations and client service standards as co-founder of Alpha Omega Wealth Management.
Questions
What services does Alpha Omega Wealth Management offer?
We provide wealth management, financial planning, investment advisory, risk management, and institutional consulting services for individuals and non-profits.
Are you affiliated with any financial institutions?
We maintain independence as a fee-only advisory firm with no product sales or institutional affiliations that could create conflicts of interest.
How are investment fees structured?
Our transparent, fee-only structure is based on assets under management with no commissions, hidden fees, or sales charges.
Do you serve clients outside Virginia?
While maintaining offices in Richmond and Staunton, we serve clients across multiple states through virtual consultations and remote portfolio management.
How often will we meet about my investments?
We conduct quarterly meetings as standard practice, with additional communication available through calls, emails, or secure client portal access.
Can you help with charitable giving strategies?
Our wealth management approach includes guided charitable giving strategies that align with both financial objectives and philanthropic goals.
