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We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Working with you in a collaborative approach to your needs our team brings decades of financial, tax planning, and legacy planning to provide clear direction for your changing needs.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.


Raymond J. Berg

President - OMEGA Wealth Management Group (RIA)

(952) 446-9010


Raymond J. Berg, PresidentOMEGA Wealth Management GroupRegistered Principle (OSJ), LPL Financial, LLCAs founder and President of OMEGA Wealth Management Group, a select team of Financial Professionals, Independent Attorneys, Certified...

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