Omega Wealth Management

Clients

Back From Sabbatical: Rested & Refreshed!

I’m a couple of days into my first week back at Omega after taking 6 weeks away from the business and reflecting on my sabbatical. As I prepared to leave, a number of business owner colleagues were supportive, but surprised that any business owner could ever doing something like this and have a business to come back to. Taking a sabbatical from a business or employment takes planning – we have helped a number of Omega clients plan sabbaticals for weeks and even months from work. With all the work… Read More

Mindful Spending

Mindful Spending You’ve probably thought at one time “I really should have a budget.”  Or maybe you have one, and you’ve stuck to it for a month or two and fallen off the wagon.  The truth about budgeting is that budgets are hard to create and even harder to maintain. The good news is, you don’t need a rigid budget that lists every single spending category to be successful in achieving your financial goals.  In psychologist and Nobel Prize winner Daniel Kahneman’s seminal work, “Thinking Fast and Slow”, he makes the case… Read More

Is the Mid-Life Crisis a Social Crisis?

In society, we often talk about someone having a “mid-life crisis”. Sometimes it results in a sports car, a new spouse, or just unusual behavior. As more and more Baby Boomers (and soon, Generation Xers) head into this period of time, the impact on society may be substantial. (Check out this interesting Washington Post article that takes us through the potential issues: https://tiny.cc/ysnqsy) At Omega Wealth Management, we specialize in helping our clients navigate through those times of transition by utilizing our skills, training, and tools to help people to… Read More

What does the “Omega” in Omega Wealth Management Stand For?

Over 11 years ago, a former team and I knew that it would be important to change the name of our business from Kirchenbauer Financial Management & Consulting to something that would allow for multiple owners and provide a name that was closer to the real work we do. Having visited The Omega Institute in upstate New York for my first meditation retreat, I became familiar with the genesis of their name and saw it as an inspiration for our business’ current name. “Omega” was taken from “omega point” which… Read More

SEI’s Thoughts on Market Corrections

You may have seen market recently enter correction territory. Check out SEI’s thoughts describing what defines a correction, the benefits of a correction, and how investors should react to such events. As always, feel free to reach out to your Omega team if you have any questions or concerns! Link: https://ow.ly/355I30ioQHy

Omega charitable fund to support hurricane relief!

Happy Holidays! At this time of giving, we want to announce that we have set up a donor advised charitable fund, and are contributing 1% of this quarter’s revenue to seed it. Our goal for this quarter is to support ongoing hurricane relief. We know the need is great, and we wanted to find a charity that is focused on multiple locations in need, not just a particular region. Our donations will be directed to Omega Community Impact Fund. If you are interested in contributing to our new fund “Omega… Read More