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Almega Wealth Management

  • About Us
  • Video Library
  • Contact
  • Generational Vault
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How much risk is your retirement savings exposed to?

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Helping to grow and protect family wealth.

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Building relationships through honesty, integrity and service.

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Our goal is to provide you with financial freedom.

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Almega Wealth Management

Almega Wealth Management is a full-service financial services firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services. By providing sound financial information, we believe that we can help you to better identify your goals and make sound decisions.
Please call us if you have any questions about our firm or the range of financial products and services we provide. We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services and products to pursue your goals.

Investment Management

Our advice and recommendations are tailored to our clients’ investment goals, desired return objectives, risk tolerance, time horizon, cash requirements …
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Financial Planning

Our company’s mission is to provide local families and businesses with innovative financial strategies, solutions and planning … Learn More »

Our Services

  • Investment Management
  • Financial Planning
  • Empowering Women
  • Income Planning
  • Legacy Planning
  • Retirement Planning
  • Social Security Maximization
  • Wealth Management

Our Company

  • About Us
  • Video Library
  • Contact
  • Generational Vault
  • Get Your Risk Score

Our Location

972-964-5100
info@almegawealth.com
Almega Wealth Management
1800 Preston Park Blvd.,
Ste 145
Plano, TX 75093

Disclosure

Securities and investment advisory services offered through Gradient Securities, LLC (Arden Hills, MN 866-991-1539). Member FINRA/SIPC. Gradient Securities, LLC (a SEC Registered Investment Advisor) offers investment advisory services under the d.b.a. of Gradient Wealth Management. Gradient Securities, LLC and its advisors do not render tax, legal, or accounting advice. Insurance products and services are offered through Almega Group. Almega Wealth Management and Almega Group are not affiliated with Gradient Securities, LLC. Gradient Securities, LLC, Almega Wealth Management and Almega Group are not affiliated with or endorsed by the Social Security Administration or any government agency. The presence of this website shall in no way be construed or interpreted as a solicitation to sell any products or services to any residents of any state other than where legally permitted. This content is for informational purposes only and should not be used to make any financial decisions. Exclusive rights to this material belongs to GPS. Unauthorized use of the material is prohibited. Check the background of this investment professional on FINRA’s BrokerCheck »