About Us

A Planning-First Team For Retirement, Taxes, And Legacy

Omaha Wealth Management has grown from decades of client relationships into a collaborative, multigenerational financial team serving individuals, families, and business owners throughout Nebraska. What began with deep experience in investment guidance has evolved into a planning-first, tax-forward firm built to coordinate the many parts of your wealth and financial life.

Today, our team brings together long-standing perspective, CFP®-driven planning, and specialized knowledge to help your wealth support your goals for retirement, family, legacy, and the life you are working toward.

Start With A Plan, Not The Portfolio

Before we talk about specific investments, we take time to understand where you are, where you want to go, and what could affect the path ahead. Our CFP®-driven approach looks across your income, assets, taxes, estate plan, family needs, and long-term goals. That planning-first foundation helps your investment strategy work for the life you’re building, not the other way around.

Keep More Of What You’ve Built

Taxes can materially impact your retirement income, investment returns, estate transfer, and long-term family wealth. Our tax-forward approach helps identify opportunities before they pass by, including withdrawal sequencing, Roth conversion timing, charitable strategies, and estate tax coordination. The goal is to help your assets last longer, work harder, and transfer more efficiently to the people and causes you care about.

Plan With Knowledgeable Guidance

Financial planning gets more powerful when knowledge is applied strategically. Our team combines decades of experience, credentialed education, and ongoing learning to help clients understand how retirement income, investments, taxes, estate planning, and family goals all interact.

Values That Shape The Way We Serve

Our core values show up in how we listen, plan, problem-solve, and stay involved as life changes. We believe clients are better served when guidance is personal, informed, and connected across every part of their financial life.

Planning First, Not Just Portfolios

Our CFP®-driven approach means initial client conversations focus on understanding your complete financial picture and desired destination before we ever discuss specific investments.

Tax-Forward Strategies

Our team members hold tax planning designations and maintain a deep focus on this niche, we help you keep more of what you've earned through proactive, coordinated tax strategies.

Knowledge You Can Rely Upon

Clients benefit from deep knowledge and evolving best practices in financial planning. Our team combines decades of experience with leading designations and continuous learning to deliver sophisticated financial guidance.

Multigenerational Relationships

We build relationships that span decades and generations. From parents nearing retirement to grandchildren with 529 plans, we learn your family's values and goals, and coordinate strategies that benefit everyone.

Let’s See Where Your Plan Could Work More Efficiently

A complimentary first conversation gives us a chance to understand what you are building toward and where planning may create meaningful opportunities. We can talk through your goals, current financial picture, and whether our planning-first, tax-forward approach is a good fit for you.

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Here’s What You Can Expect From OWM

Choosing a financial advisor is an important decision. Our answers to these frequently asked questions can help you understand how Omaha Wealth Management approaches planning, relationships, and long-term financial guidance.

We coordinate the parts of your financial life that often get treated separately. Our team brings together retirement planning, tax strategy, estate planning, and investment management so your wealth has a more connected purpose.
No. Investment management is part of our work, but it is not where the conversation begins. We first build context around your goals, income needs, tax picture, estate priorities, and family considerations.
We work with individuals, families, pre-retirees, retirees, and business owners throughout Nebraska. Many clients come to us when retirement, taxes, estate planning, or business transitions start feeling too important to manage in separate pieces.
Our tax-forward approach helps clients evaluate how taxes may affect retirement income, withdrawals, Roth conversions, charitable giving, estate transfer, and long-term wealth preservation. We do not replace your tax professional, but we help coordinate financial planning with tax impact in mind.
Many financial plans need to support more than one season of life and often more than one generation. Our team is built for long-term relationships that can extend from retirement planning to legacy planning, family conversations, and the next generation's financial foundation.

About Our Team

Get to know the team helping families and business owners plan with greater coordination.

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How We Work

Learn how our approach brings your goals, taxes, assets, and future into alignment.

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Start The Conversation

Let’s talk through where you are today and how we can help you on the road ahead.

Contact The OWM Team