CLIENT PORTAL

Advisor Services

AOWP is a champion of independence. Our roots are based on being independent financial advisors ourselves. We know that having the freedom to operate and resources to grow as you see fit are paramount to acting in the best interest of your clients’ and your business’ success. You decide the level of support among the services we offer. We are here to assist.

Community & Relationships

Independence does not have to mean alone. AOWP is focused on creating an environment where we support and empower one another.

From our dedicated AOWP team, to sharing with and learning from other independent financial advisors, to helping build external strategic alliances, our goal is to create a community focused on helping you succeed.

AOWP annually organizes unique opportunities to bring our partners together to make connections and develop more meaningful relationships with one another.

Customizable Support

As a business owner, your biggest challenge is likely finding time to provide unparalleled client service while also doing what needs to be done to keep your office operating smoothly and efficiently. Sometimes you need more support and other times less. AOWP is here to help. You customize the resource level to fit your needs. We offer back-office support, remediation, compliance assistance, virtual assistant technology and more.

Innovation

As an AOWP partner, you have access to modern technology as offered by Osaic. This includes best-in-class products, platforms, and money management tools to help you maximize the growth potential of your client’s assets, along with cybersecurity and tech support. Plus, integrated, user-friendly and mobile solutions are available for both you and your clients. AOWP is focused on providing the innovation necessary to transform your business.

Advisor Business Intelligence Report: AOWP advisors have access to an intensive business analytics report by Osaic that provides a granular snapshot of their business. It includes a detailed breakdown of product sales/income, benchmarking across peer groups, mutual fund comparisons and more.

Succession & Acquisition

Perhaps you are looking to sell your business and retire or expand your business through acquisition. As an AOWP partner, you can access our network of strategic alliances, financial resourcing connections, and other guidance and support resources to help you make the right decision for the future of your business.

Extended Access

Access to knowledge and resources is a huge benefit of being an AOWP partner. Through our extensive network, we are able to provide top-tier asset managers, 1,000s of mutual funds and top-quality risk and insurance management services. These are resources you can share with your clients. We also offer professional growth tools to help you reach your full potential and provide tailored service to address your clients’ individual needs.

Contact Us

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Copyright 2024 Alpha Omega Wealth Partners. All rights reserved.

*Securities and investment advisory services offered through Osaic FS, Inc., member FINRA/SIPC. Osaic FS is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FS.

Not all registered representatives with our firm are able to offer advisory services.

See Osaic FS’s Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services Osaic FS offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. Osaic FS’s Forms ADV, Part 2A, which describe Osaic FS’s investment advisory services, Regulation Best Interest Disclosure Document, which describes Osaic FS’s broker-dealer services, and other client disclosure documents can be found here.

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