(888) 4-ALMEGA [email protected]


Almega Wealth Management will work with its Private Wealth Management clients who require customized investment management.  We have more than 20 years of experience managing portfolios for high-net-worth individuals and successful families with unique investment management needs.

There are many reasons a client may need or require a customized investment management approach.

        • Concentrated / Restricted Stock

        • Corporate Stock Options

        • Restricted Investment Requirements (Politicians & Public Auditors)

        • Provisions of an Irrevocable Trust

        • Private Insurance Trusts

        • Collateralized Lending

        • Cash Management

To schedule an Intro Call, click below or call (888) 4-ALMEGA