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About
Knowing you're in the right hands.
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Alpha-Omega Private Wealth is an independent financial planning and advice company, offering comprehensive wealth management solutions to clients from all backgrounds. With a wealth of experience we are well placed to advise expats and Greek clients on any financial planning no matter what you may require guidance on.

We have worked hard to establish an outstanding reputation and have gained authorisation to operate our financial advice services from the appropriate regulatory bodies in our jurisdiction of work. Our broad experience and personal approach has allowed us to develop exceptional standards of service – we continually build on these high standards and strive to keep one step ahead of changes in the wealth management marketplace.

This allows us to offer the most up-to-date financial planning advice to our clients, helping them to make the most informed decisions possible. We are committed to providing a wide range of wealth management solutions, so that our clients can access all of their financial planning advice from one source.

 

This takes away any further complications from an already complex subject and means that whatever changes may occur in the future, we will be able to help you make any necessary reassessments or adjustments to your financial plans.

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Values

Our prime objective is to assist clients through professional advice, with an holistic approach to such consultancy we aim to help our clients build prosperity and financial freedom.

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Who We Work With

Access to the largest financial institutions.

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History

Alpha-Omega Private Wealth Founder, Lee Stevens started out in the world of financial advisory from the age of  24 years old.

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Regulatory Information

Qualification & Protection.

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