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ADVISORS FOR YOUR FINANCIAL SUCCESS

ADVISORS FOR YOUR FINANCIAL SUCCESS

Omni 360 Wealth, Inc is a diversified financial services firm serving individuals, families, businesses, trusts and estates. Our professional team will report, grow, and protect your income, wealth and assets.

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Invest With Confidence Instead of Fear





Create A Financial Plan To Achieve Your Goals

Before we can build a plan to help you meet your financial goals, we’ll need to know a bit more about you. In this short exercise, answer questions about yourself and your future objectives. Then, request a consultation so that together, we can build a plan to help you get there.

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PERSONAL SERVICES

PERSONAL SERVICES

Financial planning is a process, not a product. It is the ongoing task of determining how an individual, family or entity will manage financial resources to achieve goals and objectives, while at the same time negotiate the financial challenges that inevitably arise.

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BUSINESS SERVICES

BUSINESS SERVICES

Cash Management

Treasury Management

Retirement Plans

Pooled Employer Plans

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RISK MANAGEMENT SERVICES

RISK MANAGEMENT SERVICES

Omni can help you protect your family, your income, yourself, and your business by using insurance as an important tool for your most valuable assets

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ABOUT US

Omni 360 Wealth, Inc formerly Sound Financial Solutions, Inc.

Part of the Omni 360 Advisors, LLC

"Fee Only" Financial Planning Services for Individuals, Families, and Business

Omni 360 Wealth, Inc was founded in 1996 as an independent registered investment advisor.  In 2010, we combined with Thomas Colitsas & Associates P.A. (TCA) and formed the Princeton Financial Group, LLC. (PFG). In 2023 Beacon Wealth joined us and we rebranded to become Omni 360.

The firm takes a thorough approach to all aspects of your financial future, and will provide you with financial information and advice customized to your needs and the needs of your business. Whether you are navigating through special circumstances or creating a long term strategic plan, our firm is committed to helping you understand your choices and how those choices can affect your future. Our team of professionals can provide the expertise, perspective and discipline to keep you focused on your goals and the commitment to achieve those goals.

Disclosure

WARRANTIES & DISCLAIMERS

There are no warranties implied.

Omni 360 Wealth, Inc(Omni) is a registered investment adviser located in Plainsboro, NJ. Omni's web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Omni's web site on the Internet should not be construed by any consumer and/or prospective client as Omni solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Omni with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Omni, please contact the state securities regulators for those states in which Omni maintains a registration filing. A copy of Omni's current written disclosure statement discussing Omni's business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Omni upon written request. Omni does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Omni's web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only.  Investments involve risk and unless otherwise stated, are not guaranteed.  Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy.  This website and information are not intended to provide investment, tax, or legal.

Insurance products and services are offered and sold through Omni 360 Risk Management and individually licensed and appointed insurance agents.

Tax, Consulting and Accounting 

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Risk Management

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