Financial Advisor Arlington, VA
At Omega Wealth Management, our team of skilled financial advisors provide customized, clear advice and strategies to help you achieve both short-term and future goals within a holistic and comprehensive approach. Whether you are saving for retirement, selling or purchasing a home, running a business, or planning your estate, our team at Omega Wealth Management is uniquely positioned to put together a customized strategy to move you toward your financial goals.
Understanding You & Your FinancesOur team of financial advisors at Omega Wealth Management takes a comprehensive look at each client's life and financial picture. Starting with a deep dive into your values, strengths, and personal resources we then customize your experience and support from Omega. As an independent, fee-only firm you can be confident knowing that we put your best interests before ours. Learn more about what we do by setting up a free 15-minute call with one of our financial advisors today.
Our Role as Your Financial AdvisorThere is no one-size-fits-all approach when it comes to finances; that’s why our team of skilled financial advisors creates customized advice for each client. Our role as your financial advisor is to provide you guidance on investments, savings, estate planning, tax planning, your plan for retirement, upcoming educational needs, and your overall financial well-being. Our team can help manage your investments, coordinate your tax and estate planning, or develop a savings strategy for an important life event. Our clients come from a range of backgrounds and benefit differently from the various services we offer, including:
- Preparing for a major life/career/business transition
- Financial Triage to help get you through the beginnings of a major life/financial/career transition
- Cashflow management
- Tax planning
- Estate planning
- Retirement planning
- Sale or purchase of business or assets
- Building a portfolio for short- and long-term goals
- Education planning
Financial Planning for Times of Transition
Our financial advisors are equipped to guide you through whatever financial questions arise.
We find that many of our clients deal with these common scenarios:
Getting Ready for Retirement:
In today’s changing environment, planning for retirement can feel overwhelming. Our financial advisors take a holistic view of retirement planning, working to understand your unique goals, needs, and your long-term roadmap. Since Omega Wealth Management is an independent firm, we will only recommend and implement investment and insurance partners that make sense for your portfolio.
Selling or Expanding Your Business:
Our Entrepreneurial Edge Program is ideal for business owners. Our financial advisors help business owner clients integrate their personal financial goals with their short- and long-term business strategy.
Your Changing Family:
A growing family, marriage, divorce, and loss are realities of life. And with each of these changes comes shifts in your financial planning. Our financial advisors have supported clients through each of these transitions and are able to recommend strategies and plans to optimize financial outcomes in each scenario. When possible, we recommend scheduling time with your financial planner several months in advance of any of the changes. By utilizing the Transition Navigator™ this will help you minimize the potential stress, while setting you and your family up for the best possible outcome. Connect with our team today to set up your first appointment.
The Life + Wealth Integrator™
The Life + Wealth Integrator™ program is an experience that centers around your values, decision-making factors, and vision for life. Our financial advisors start by understanding your communication preferences, timeline, and known goals. From there, we work to craft your vision for financial well-being, understanding things like your cashflow, tax planning considerations, risk tolerance and investment resources, as well as insurance and estate planning needs. Our financial advisors also take time to explore potential obstacles and risks down the line before offering a written, comprehensive and holistic financial plan.
Our Financial Planning Resources
In addition to offering a variety of services, Omega Wealth Management has developed three customizable financial experiences to meet our clients’ needs. After consulting with a financial advisor on your objectives, we can tailor each of these approaches to meet specific needs.
Various changes in life are frequently accompanied by shifts in financial strategy. Our Transition Navigator™ program is ideal for any clients facing additions to their family, retirement, career changes, inheritance, or the sale of a business. In this program, your financial advisors act as a “thinking partner”, helping you to make important decisions along the way, at your pace.
The Entrepreneurial Edge™
This program is designed for owners of businesses of all sizes. We begin the process by understanding your business and financial goals, resources, challenges and opportunities. The holistic nature of The Entrepreneurial Edge™ program allows our financial advisors to work with you in a way that is unique compared to other financial advisory services.
Our Independent & Fiduciary Firm
Why choose Omega Wealth Management? Our financial advisors are skilled, approachable, and attentive to the details of every plan they create with our clients. As a fee-only company, we do not receive commissions for any advice or implementation that our financial advisors provide; this ensures we will pick the objective best options for you. And because we are an independent firm, we do not have exclusive partnerships or commitments to any other companies. Consequently, our financial advisors can select partners and products that best service our clients’ needs.
Where to Start
Working with Omega begins with a conversation…a phone call and then an initial meeting. We focus on listening to you, and learning about your needs, concerns and communication preferences so that we can tailor our work and advice to you. From there, as you begin the working relationship with us, we follow a process designed to dive deeper into your goals and vision for the future. During the initial onboarding phase, a financial advisor will review your current assets, taxes, insurance, investments, retirement timeline, and estate. Our financial advisors will work with you to:
- Establish a thorough understanding of your current assets
- Discuss your current and upcoming financial commitments
- Explore your long-term economic goals
- Highlight market assumptions, trends, and forecasts
- Review basic strategies on saving, mortgages, investments, and retirement
- Plan for any life transitions: family changes, investments in education, the sale of a business, or retirement.
If you are ready to start the conversation, get in touch with our team to book a free 15-minute call.
Omega Wealth Management is woman-owned team of specially trained financial planners, and other support and operations associates. The company was founded in 1999 and became an independent firm in 2004. Our team is based in Arlington, Virginia, and works with clients all over the United States. We are a fee-only practice; we do not receive commissions from any of the investment products that we recommend. Omega Wealth Management is an independent firm, which means that we are not affiliated with one investment firm and instead independently select the partners and resources that best support our clients’ goals. As a Registered Investment Adviser and Certified Financial Planners, we are fiduciaries, meaning that we put our client’s interests first.