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Alpha-Omega Private Wealth is building its business on the values that were so important to its founder Lee Stevens from the very start. Alpha-Omega Private Wealth Managements mission is:
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With an outlook on the long term, Alpha-Omega Private Wealth nurtures the singular qualities which have brought it success: constant innovation, long term strategy, technical excellence and lasting client relationships.


Being completely independent from any financial institution, bank or parent company means we are free to select the ideal financial solutions to meet the needs of our clients.


We review each client’s situation and create an impartial financial plan to meet their individual needs.


We are quick to respond to any changes in the financial landscape – an advantage over larger financial institutions.


By focusing on what clients want to achieve, we plan to ensure that clients’ hard-earned money works hard for them.


By regularly reviewing our business administration, customer service and financial performance, we aim to exceed client expectations.


Alpha-Omega Private Wealth operates to the strictest regulations and standards set down by industry regulators.


The business operates to the highest levels of integrity. Client information is treated with confidentiality and kept under data protection principles.


Understanding what matters to our clients – being available to help, protecting their investments and regular contact – ensures our service levels are second to none.

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