Omega
Wisdom



Blending Life, Wealth, Work & What's Next

Introducing Our Office Manager Carol!

April 5, 2019
Carol joined our team in the Fall of 2018 as our new Office Manager - watch her intro video below to learn a little more ... Read More

Celebrating Lisa Kirchenbauer's Investment News Women to Watch Award!

March 25, 2019
On March 14th 2019, Lisa Kirchenbauer, CFP®, RLP®, CeFT® Founder & President of Omega Wealth Management was honored to receive one of the 2018 Investment ... Read More

2018 Mutual Fund Tax Info for Self-Preparers & CPAs

March 6, 2019
  To assist you in your tax preparation for tax year 2018, we have gathered links to information regarding bond mutual funds.  Taxable bond funds that ... Read More

Cracking the Code - Lisa and Jared's front-page JFP Article was named to 2018 Best of JFP Magazine!

January 14, 2019
Jared and Lisa's joint article Cracking the Code: A Blueprint for How to Work with Millennial Clients was recently featured in the 2018 Best of Journal of ... Read More

The Anatomy of Your Portfolio

October 30, 2018
  The Anatomy of Your Portfolio And What to Expect in Return Jared Jones, CFP® One question we get most often from our clients centers around returns and how ... Read More

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Omega Wealth Management serves as a “lifeline” to help you successfully navigate major life changes. Our comprehensive and flexible process is designed to meet you where you are and help you get to where you want to go, at your own pace.

 

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200 North Glebe Road, Suite 730
Arlington, VA 22203

Phone: (703) 387-0919 | Fax: 703-387-0918
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