Omega Wealth Management

Clients

Financial Planner



At Omega Wealth Management, our team of skilled financial planners provide customized, clear advice and strategies to help you achieve both short-term and future goals within a holistic & comprehensive approach. We consider your unique needs, strengths, and values before developing a financial life plan that makes sense for you. As an independent, fee-only firm, your best interests come first. After a thorough assessment, our financial planners will provide you with a written plan and  investment strategy to help meet your financial goals. Learn more about what we do by setting up a free 15-minute call with our team today.

Understanding You & Your Finances

Our financial planners take a comprehensive look at each client’s life & financial picture. We begin with a deep dive into your values, strengths and personal resources so that we can customize your experience and support from Omega.  From there, we review your current cashflow, taxes, insurance, investments, retirement planning, and estate planning before providing an assessment of your current opportunities and risks. During our assessment, our team will:

1

 Establish a thorough understanding of your current financial situation.

2

Understand your current and short-term financial commitments.

3

Plan for any life transitions: family changes, investments in education, the sale of a business, or retirement.

4

Discuss your long-term economic goals and dreams.

5

  Review market assumptions and projections in line with your strategy.

6

 Discuss strategy on mortgages, investment, and retirement planning

Once we have a clear picture on where you are, and where you would like to be going, our experienced financial planners can provide options to help you meet your goals. Whether it’s adjusting to a life change or optimizing your investment plan, we can help.

Financial Planning for Times of Transition

Many of life’s biggest changes are also accompanied by a change to your finances.

Often “when life changes, money changes and when money changes, life changes”  (Susan Bradley, Founder, Sudden Money Institute).  The changes could be for better or worse.  Regardless of which it seems to be, having a skilled and experienced “thinking partner” to guide you through your unique transition is important. Consequently, one of the most important times to rely on a financial planner for guidance is before or during a transitional period. They may help you determine how to prioritize your next steps, manage the expectations of others, as well as assess your resources and restructure investments, debt, and assets to best support you.  A number of our clients have experienced these types of transitions:
Getting Ready for Retirement:

A great financial planner is key to making sure your golden years are stress-free. With the right saving and investment strategy, retirement planning can be a fun process. Our financial planners work to understand your goals; whether it’s retiring early, or making provisions for your growing family, we can offer a realistic roadmap to help you reach retirement in confidence.

Selling or Expanding Your Business:

At Omega Wealth Management, we help business owners financially navigate their evaluation of assets, acquisitions, and sales. Throughout the process, a financial planner can help you consolidate costs, assess your strengths, and better understand how your personal wealth aligns with your business goals. Our Entrepreneurial Edge Program™ is ideal for clients in this category.

Your Changing Family:

Inheritance from a loved one, marriage, and divorce are all part of the fabric of life. With each of these events comes changes to your optimal financial strategy. Significant life or financial change often, but not always, comes with a time of “anticipation”.  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.

Significant Financial Transition
Preparing to Transfer Wealth to the Next Generation:

Navigating the transfer of wealth from one generation to the next takes planning and good communication.  There are estate, tax, and investment considerations, as well as the human considerations such as financial literacy and helping your heirs maintain motivation and a sense of legacy.  Our multi-generational team is trained in supporting families make these important transitions.

Investing in Education:

Undergraduate education and graduate degree programs are large financial investments. Deciding how to save, what loans are appropriate, and how much to spend are crucial decisions that a financial planner can help you and your family navigate.

Building Financial Literacy:

With so much conflicting information available, having one source of curated and personalized educational information from your financial planner can help create clarity, and point you in the right direction as you learn more about the landscape, develop goals, and consider your short and long-term milestones. Our financial planners may use the Life + Wealth Integrator™ program to help build a client’s financial literacy.

About Us

 

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 in the surrounding areas and beyond. 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 Advisor and Certified Financial Planners, we are a fiduciaries, meaning that we put our client’s interests first.



Financial Planner Certifications & Experience

 

In addition to years of experience, our financial planners have special training and experience in working with clients in significant transition.  At Omega Wealth Management, the following certifications are held across various members of our team.

 

- Certified Financial Planner (CFP®)

- Registered Life Planner (RLP®)

- Certified Financial Transitionist (CeFT®)

- Certified Investment Management Analyst (CIMA®)

If you’re looking for resources, check out our blog and newsletter, which are frequently updated with insights from our team.

Our Clients’ Stories

At Omega Wealth Management, our financial planners have worked with a diverse range of clients on a variety of financial goals. From advising “empty-nesters” to supporting small business owners, we’ve created tailored plans to help each client feel informed and confident in their investment, spending, and saving options. Read our client stories here.

Ready to start your financial planning journey?

Ready to start your financial planning journey? Connect with our team in a free 15-minute call today.

Let’s do it