ORG Wealth Partners

Other Nebraska, United States

Overview

ORG Wealth Partners is a financial advisory firm based in Omaha, Nebraska, offering investment management and financial planning services. The firm provides a range of services, including wealth management, retirement planning, tax-efficient strategies, and access to trust services. They collaborate with trusted advisors to create customized financial plans tailored to clients' needs. Their investment approach encompasses various asset classes such as fixed income, real estate, commodities, private equity, venture capital, hedge funds, infrastructure, collectibles and art, crypto, distressed and special situations, and ESG and impact investing. They cater to multiple investment stages, including pre-seed, seed, early stage, series A, series B, growth, late stage, pre-IPO, buyout, turnaround, and distressed investments. ORG Wealth Partners focuses on clients across the United States, with a particular emphasis on the Omaha, Nebraska area. They aim to help clients achieve their financial goals by providing personalized service and expertise, ensuring a secure and stress-free financial journey.

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Frequently asked questions about ORG Wealth Partners

What sectors does ORG Wealth Partners invest in?

ORG Wealth Partners invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in Nebraska, United States. ORG Wealth Partners is listed as a other in the ConnectSafely investor database.

What stage does ORG Wealth Partners invest at?

ORG Wealth Partners backs companies at Pre-Seed, Seed, Early Stage, Series A, Series B and Growth, writing cheques of 100K - 5M.

Which regions does ORG Wealth Partners invest in?

ORG Wealth Partners invests across United States.

Last updated · Source: ConnectSafely investor database