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Solutions
The solutions that we offer our clients reflect our integrated life / wealth approach and the need to provide creative solutions to sometimes non-traditional situations.
Here are some areas that we advise our clients on as part of our fee-based approach:
- Life Planning work through the Kinder Institute EVOKE® model
- Traditional financial planning including financial independence, education, estate planning, and insurance planning
- Goal-based investment strategies that reflect a client's specific goals and risk tolerance for that goal
- Traditional Investments (stocks, bonds, mutual funds) held at Schwab Institutional or managed through SEI Investments
- Alternative Investments such as hedge fund of funds, real estate investment trusts, and commodity mutual funds
- Donor-advised gift funds and other charitable planning strategies
- Socially responsive investments including traditional mutual funds, as well as community investment notes
- Coordinated tax planning with your Tax Advisor
- Coordinated legal and estate planning with your Attorney
- Insurance Planning implementation through outside professionals
- Financial Education
Coordinating Your Advisors
At Omega Wealth Management, we focus on working with you and creating the very best plan for your life. In today’s fast changing world, it is best to partner with other experts in the fields of accounting, law, insurance and real estate to achieve optimal results. For this reason:
- Implementation of estate plans, tax preparation, and sophisticated tax planning is done by accountants and attorneys outside of the Omega Wealth Management client relationship. Omega Wealth Management will coordinate these relationships when implementing your life/wealth plan.
- Life, Disability and Long-term Care products are offered in partnership with an insurance specialist outside of Omega Wealth Management.
- CPA, mortgage, insurance and Attorney referrals/recommendations for specific legal and tax advice are coordinated by Omega Wealth Management upon request.
Learn more about Our Fee Structure.
Omega Wealth Management, LLC (formerly Kirchenbauer Financial Management and Consulting) is a SEC Registered Investment Advisor (RIA) based in Arlington Virginia and serves a diverse client base throughout the United States. Omega Wealth Management, LLC (OWM) provides independent fee-only life and wealth planning services. Use of this site implies agreement with and acceptance of our Privacy Policy. Omega Wealth Management, LLC does not offer tax or legal advice but coordinates support among your tax, legal, insurance and real estate advisors.
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