Alpha Omega Legacy Wealth - Stephen L. Fee

Since beginning my career in financial services in 2014, I have gained experience and built a career that is dedicated to helping clients build clear, comprehensive financial plans. My areas of focus include retirement income planning, investment strategies, insurance solutions, and legacy planning. I work closely with clients to assess their current situation, identify gaps, and uncover opportunities to grow and protect wealth. I serve a diverse range of clients—including those approaching retirement, individuals already retired, and young entrepreneurs—helping them navigate risk management and tax-efficient planning.
My approach centers on developing personalized strategies that align with each client’s individual goals and values. I believe in providing education and clarity around financial decisions, so clients understand their options and the potential impact on their future.
Insurance products issued by Principal National Life Insurance Company (except in NY), Principal Life Insurance Company®, and the companies available through the Preferred Product Network, Inc. Securities and advisory products offered through Principal Securities, Inc., Member SIPC. Referenced companies are members of the Principal Financial Group®, Des Moines, IA 50392. Stephen Fee, Principal National and Principal Life Financial Representative, Principal Securities Registered Representative, Financial Advisor, and a member of the Principal® Financial Network. Alpha Omega Legacy Wealth is not affiliated with any member company of Principal Financial Group.