Joe Pantozzi

Joe Pantozzi is president of Alpha Omega Wealth, a comprehensive wealth management company dedicated to creating and protecting client wealth. Joe's firm devotes effort and resources to Client Education to define the WHY behind the drive to gather assets. Joe believes too many people fail to understand WHY they want material wealth and therefore miss the mark. client discussions focus on the family, and the goals the client wants to achieve, for the present as well as the next generation.

Joe has served thousands of clients in the insurance and investment field since 1976. Joe is an authorized Infinite Banking Concept (IBC) practitioner and humbly grateful to be associated with R. Nelson Nash and the Nelson Nash Institute. Joe holds CHARTERED FINANCIAL CONSULTANT (ChFC) and CHARTERED LIFE UNDERWRITER (CLU) credentials for financial expertise from The American College (Bryn Mawr, PA), and is a Certified Kingdom Advisor (CKA)  He has served his professional association (NAIFA). Joe is a member of MDRT's Top of the Table, the top 1% of practitioners.  MDRT is the world’s premier advisory association with members from over 100 countries. Joe was inducted into Ameritas Life Insurance Company's Hall of Fame in 2026.

Joe and his team are licensed in 45 states; emphasize guarantees; serve people of integrity; insist on working with 100+ year-old carriers that demonstrate impeccable financial strength, industry leadership and community involvement.

The firm’s advisors conduct client seminars & webinars; and CE and CPE educational events to help other professionals to build skills and understanding to serve clients regardless of net worth.

Alpha Omega Wealth helps clients build solid foundations from which to expand, invest and grow wealth according to their preferences, not the advisor's, and guide them on a path to Becoming Your Own Banker. Whether the preferred asset is a family business, real estate, market accounts, collections or something more exotic, we recognize that a “banking” relationship exists in virtually every transaction. Alpha Omega Wealth coaches the Client to “follow the money” and practice the art of the banker to maximize value and promote freedom.

Reach Joe Pantozzi at (702) 430-4400 and www.AlphaOmegaWealth.com.