The Life + Wealth Integrator™ is a multi-meeting experience centered around your goals, values, and approach to decision-making. We start with a conversation to establish your values, vision, and current investments. We also discuss potential obstacles or transitions down the road. As part of this service, you will receive a written plan that incorporates all areas of your financial life: cashflow, taxes, retirement, investment, insurance, college education, and estate planning. Omega Wealth Management will then work with you to execute this plan, recommend resources as needed, and meet at least twice a year to ensure success.

The Transition Navigator™ tool was developed for individuals undergoing significant personal and financial transitions. In this model, a financial consultant acts as your “thinking partner”, helping you navigate decision-making amidst uncertainty. We begin by assessing where you are now, the changes you are anticipating, and what your “new normal” will look like. Our program is tailored to your timeline, values, and perspective. We take the process at your pace while helping you build a solid financial plan to support you in the future.

The Entrepreneurial Edge™ is a service for business owners and entrepreneurs. It is designed to holistically integrate your personal and business financial well-being. Our financial consultants customize the plan with your unique needs and business goals in mind. We start with a discussion of your values. From there, we craft a plan that integrates the personal and business sides of your life. In addition, this service includes exercises and assessments to help you maximize the benefits of owning a business. You will have access to monthly calls with your financial consultant, as well as referrals to specialists as needed. Start learning today with information on our Resources Page.