Almega Wealth Management is a U.S.-based Registered Investment Adviser (RIA) firm that operates on a fee-only basis, ensuring its advice is aligned with clients' best interests as a fiduciary. The firm specializes in creating personalized financial plans that encompass retirement planning, investment management, tax strategies, and estate planning. Their investment philosophy is rooted in evidence-based principles, focusing on diversification, cost management, and a long-term perspective. The company prides itself on transparency and building lasting relationships with clients to help them achieve their financial goals.

Founded in

United States