Who We Serve


Our ideal client is generally a "baby boomer" or "Genxer" with a dynamic life and wealth situation. Generally, they have early affluence through stock options, a business sale, inheritance, or a significant annual income.   People facing significant life or financial transitions are also extremely suited to benefit from our approach.

We have an ongoing relationship with our clients and our fees are structured differently than most other financial advisors to reflect the holistic advice approach that we take with our clients.

Our most successful clients have the following characteristics:

  • Willingness to commit to a long-term relationship of at least 1-3 years

  • A dynamic life / wealth situation

  • Willingness to have Omega Wealth Management manage and oversee a good portion of their investment assets

  • Willingness to be responsive and open to our advice


Specialty Areas of Service

Here are some examples of the types of clients that we are currently working with.  Our goal is to help introduce these client to the full range of financial and life planning decisions that they need to consider given their financial situation. We are there to help them navigate through it all.

  • If you find yourself affluent early in life, you face unique emotional and complex issues that require a more holistic financial approach.

  • When a sudden wealth situation overwhelms you and brings emotional stress, our advisors are experienced at providing sound financial advice.  We know how to work at your pace and can also provide referrals and resources that provide support outside the realm of finances.

  • Career and other life transitions often produce challenges to your financial planning needs. We provide a meaningful, structured process to guide you.

  • We are uniquely positioned to identify and provide solutions for women.  Thanks to the special demographic and statistical factors that women face (living longer, earning less, investing more conservatively) there are important financial planning concerns that we can help you address.

Our client service model is built on leveraging technology whenever possible, so that we can focus our time on being responsive and proactive to our clients' individual situations. We formally meet or conference call  with our clients at least three times a year since most of them have relatively dynamic situations. Our Client Advisory Board helps us stay on top of our clients' needs and gives us feedback on new initiatives. We also work closely with our clients' advisors to make sure that we are all providing the highest level of coordinated, professional advice to our mutual clients.

We are committed to providing you with the best advice and most responsive service possible. Whether it’s becoming empowered about money for the first time, or addressing long-standing issues, we believe in taking a respectful and educational approach with our clients.


Learn about Our Team.

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.
©2010 Omega Wealth Management, LLC. All rights reserved.