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Some of our clients are fortunate enough to have worked at an organization where they able to acquire significant wealth through stock options. Other times, sudden wealth comes as a result of an inheritance, a divorce, a business sale or even a lottery winning. As a result, these people face unique financial and life planning issues that definitely need a high level of financial counseling. Whether it's early estate planning, charitable gifting strategies, or investment planning to provide an income, Omega Wealth Management is experienced in addressing these interests and concerns. We find that clients in this situation don't just need an investment advisor, they really need a holistic financial counselor who is also be prepared to tackle the emotional and more complex issues behind early wealth.
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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