OmniVest Group

OmniVest is an independent SEC registered investment advisory firm based in downtown Princeton,  serving clients on a global basis.

We built our firm to provide our clients with a different financial advisory experience; one that is sophisticated, customized and benchmarked to their goals; and offered only with their best interests in mind. An Investment Boutique that would be a center of excellence, one that allows expression of thought and ability to utilize our skills for an appreciative client base and establish a legacy that would make us proud to be associated with.

We are a financial advisory business that can leverage our 100+ years of Wall Street experience at the highest level to assist select institutional & private clients to meet their fiduciary responsibilities and financial goals.