Joe Pantozzi

Joe Pantozzi is the founder and CEO of Alpha Omega Wealth, a comprehensive wealth management company dedicated to creating and preserving wealth. Joe Pantozzi’s wealth management firm devotes effort and resources to Client Education to define: money versus math; material versus educational wealth; asset wealth management vs. wealth management; generational wealth, versus cultural wealth, versus community wealth, etc. Pantozzi believes too many people neglect to understand WHY they want to build up material wealth and therefore miss the mark. Therefore, early discussions held with a client focus on the family, professional and legacy goals that the client wishes to achieve, for the near term, the long term and for the next generation.

Joe has continually 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 ChFC and CLU credentials for financial expertise from The American College (Bryn Mawr, PA) He has served as state and local president of The National Association of Insurance and Investment Advisors (NAIFA). He helps create client value at the highest level, as evidenced by his life membership and also inclusion in MDRT’s 2016 Top of the Table, the top 1% of practitioners. (The Million Dollar Round Table (MDRT) is the world’s premier advisory association with members from over 100 countries). He also serves on best practices, field partner and product committees for several major insurance companies.

What is wealth? Alpha Omega Wealth views CAPITAL as more than mere money, as the treasury of wisdom and material resources to be protected in order to serve future generations; and as the primary engine to do good for families, communities and cultures.

Joe Pantozzi and his private wealth management team are licensed in fifty states; emphasizes guaranteed products; engages only with clients who are coachable and people of integrity; insists on building relationships with 100+ year track records of superior financial strength, industry leadership and community involvement.

The firm’s leading wealth advisors conduct frequent client seminars, briefings, webinars; as well as CE and CPE educational events to help other professionals to build skills and understanding to serve clients at a higher level.

Alpha Omega Wealth is here to provide wealth management services that help our clients to build a firm foundation from which to expand, invest and grow Wealth according to the Client’s preferences, not the private wealth advisor and guide them on a path to becoming your own banker. Whether the preferred asset is a family business, real estate, market accounts, art collections or something more exotic, it is vital to 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 in order to maximize value and eventually be your own banker.

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