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210 Patriot Hill Drive, Basking Ridge, NJ 07920

908-532-0050
stef@omega-wealth.com
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About Me

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

At our firm, we have the client—and only the client—in mind.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Stef Papoutsoglou

Stef Papoutsoglou, CPA

908-532-0050

I was born, raised and lived all of my life in New Jersey. I share a deep affinity with the community and its residents, and am excited to offer invaluable financial services to each and every one.

I've been providing thoughtful, insightful financial guidance since 1990. After graduating from Rutgers University with a Bachelor of Science degree in Accounting, I began my career as an accountant with a CPA firm.

After earning the Certified Public Accountant designation, I established my own firm, Omega Wealth Management. My practice provides diversified financial service solutions. I specialize in wealth management, retirement and educational planning, personal tax preparation and insurance.

CERTIFICATIONS AND REGISTRATIONS HELD:

  • Certified Public Accountant
  • Series 6
  • Series 63
  • Series 65
  • Life Insurance
  • Health, Disability and Long Term Care Insurance
  • Real Estate Services

PROFESSIONAL AFFILIATIONS AND DISTINGUISHMENTS

  • American Institute of Certified Public Accountants
  • New Jersey Society of Certified Public Accountants
  • National Association of Tax Professionals
Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.