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                                      Our Mission

                                    Our Mission

                                    At Omega Wealth Group LLC, we are dedicated to empowering clients—business owners, families, and professionals—to realize their financial aspirations with confidence, trust, and excellence. Our expertise in comprehensive financial planning, wealth management, estate planning, risk mitigation, and business planning guides clients through each of life's milestones with clarity and control. We understand that peace of mind comes from a clear path forward.

                                    Our firm stands out for its commitment to integrity and client-centric approach. We believe in the importance of a proactive and enduring client-advisor relationship, ensuring that our guidance evolves alongside our clients' changing needs through every major life milestone.

                                    We prioritize long-term relationships, built on trust and a deep understanding of our clients' visions. Our mission is to not only help our clients build wealth but also to contribute towards their lasting legacy, guided by our core values of God, Family, and Country.

                                    At Omega Wealth Group LLC, we are more than financial advisors; we are partners in our clients' journey towards financial empowerment and fulfillment.

                                    Disclosure

                                    Charles Machann is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of TN, and TX. No insurance business may be conducted outside the states referenced.

                                    Charles Machann is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 2600 Network Blvd Ste 130, Frisco, TX, 75034, 281-734-7619. In this regard, this communication is strictly intended for individuals residing in the states of TN, and TX. No offers may be made or accepted from any resident outside the specific states referenced.

                                    Charles Machann is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of TN, and TX. As such, these services are strictly intended for individuals residing in the states referenced.

                                    Omega Wealth Group LLC is not owned or operated by NYLIFE Securities LLC or its affiliates.​

                                    Neither Omega Wealth Group LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

                                    For more information about NYLIFE Securities LLC and its investment professionals.

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                                    • About Us
                                      • Our Mission
                                        • Our Team
                                          • About Eagle Strategies
                                          • Products & Services
                                            • Investment Advisory Services
                                              • Business Solutions
                                                • Advanced Planning Resources
                                                  • Retirement Solutions
                                                    • Products
                                                      • Our Process
                                                      • Resources
                                                        • Articles
                                                          • Calculators
                                                            • Tax Resources
                                                              • Videos
                                                                • Life Stages
                                                                • Account Access
                                                                  • eMoney
                                                                    • Eagle Strategies
                                                                      • NYL Online Account
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