Integrating your Values, Vision and Wealth
We call it the Omega Method
You can call it a Holistic & Comprehensive Approach to Financial Planning
Omega Wealth Management is committed to what’s most
important to you. By identifying your fundamental values and
interests, we guide you through an ongoing process that
means living with less regrets.
Focus on your life, not your money
Build your financial resources and knowledge
Maintain and enjoy your financial freedom
Live a satisfied and inspired life
Create a coordinated team of advisors
Do You Want to Know More?
We build your holistic & comprehensive financial life plan by integrating your values, vision, and wealth
It begins with the first time we meet you when we ask about your communication preferences, and then continues with the Kolbe assessment when you join the “Omega Family” to understand how you instinctually take action.
From there, we take you through a series of exercises that help us explore, together, your ideal life and most important priorities. With that, we create your vision statement which becomes the cornerstone of your financial life plan and investment strategy.
Once we have a sense of where you want to go, we begin building the financial strategy that will get you there. Along the way, we take the time to brainstorm and resolve the obstacles that may have been getting in your way.
From there, we continue to be your thinking partner and an accountability coach to help keep you on track to achieve your vision for the future.
In all cases, the bringing together of your resources is an essential part of the plan.