Omega Wealth Management

Clients

Approach

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.

1

Focus on your life, not your money

2

Build your financial resources and knowledge

3

Maintain and enjoy your financial freedom

4

Live a satisfied and inspired life

5

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
Values

Understanding who you are and what’s important in your life & future is at the heart of our entire process.

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.

Vision

The visioning process begins early on in our relationship, as we take you through our life planning exercises looking at your Ideal Day/Week/Year and a goals timeline that connects directly back to your vision statement.

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.

Wealth

As an integrative wealth management firm, we know that, ultimately, we need to focus on your financial planning and investment strategy. But “wealth” isn’t just about your money. It may be the “wealth” of time, talent or other resources that can be harnessed in service to your vision and plan. For business owners, it may be the maximization of the benefits of running your business.

In all cases, the bringing together of your resources is an essential part of the plan.

We love helping our clients reach their goals.

Email for a 15 minute conversation today.

Let’s do it

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