• Skip to main content
  • Skip to footer

Omega Wealth Management

Clients
  • Approach
  • Services
    • The Life + Wealth Integrator™
    • Transition Navigator
    • Entrepreneurial Edge
    • Our Fees
  • About
    • About
    • Your Omega Team
    • In The News
    • Careers
  • Resources
    • Blog
    • Video Blog
    • Newsletter
    • COVID-19 Info.
    • Relationship Summary (Form CRS)
  • Connect

Services

When Life Changes, Money Changes

When Money Changes, Life Changes*

For a life without regrets

*Susan Bradley, Founder of the Sudden Money Institute/Financial Transitionist Institute

Being Our Client

Bringing together what’s most important to you, with ALL of the personal & financial resources you possess in service to a life without regrets.

Life/financial/career in flux?
Transition--inheritance, divorce, retirement, a growing
business, or just time for change--can be stressful.

Omega puts you first.
You tell us what works best for you

Our work together begins with a unique assessment of your strengths. We analyze the tools you’ll need to successfully navigate your life’s evolution and connect the dots with the financial resources that bring it all together.

You set the pace

Our comprehensive and flexible process is designed to meet you where you are and where you want to go.

You get the best possible advice

Our all encompassing financial life planning is supported with a world class investment management team of advisors.

What do you get?

A written , financial life plan that will give you peace of mind & renewed inspiration coupled with a sound investment strategy backed by a world-class investment platform that aligns with your goals & dreams.
Learn more about Omega’s Investment Philosophy

Our Services

Options depending on what you need now
OPTION 1:
The Life + Wealth Integrator
Options depending on what you need now
  • A holistic approach that explores who you are, what you want to achieve, and what’s most important to you.
  • Comprehensively integrates your goals, your values and your resources to give you a top to bottom review & analysis of your entire financial picture from cashflow to tax planning, investments to insurance.
  • Ongoing advice to help you implement your plan and navigate life’s unexpected twists and turns.

Tell me more

OPTION 2:
The Transition Navigator
Your choice when you have a life in great transition
  • “When life changes, money changes and when money changes, life changes.” Susan Bradley, Financial Transitionist Institute.
  • Helping you navigate the 4 stages of transition at your pace, whether it’s retirement, inheritance, sale of a business or something else.
  • Navigating the inside and outside influences & forces of an important life or financial change, helping you address ALL the potential impacts of an important financial or life transition.
  • Serving as your important “thinking partner” as you make important decisions along the way.

Tell me more

OPTION 3:
The Entrepreneurial Edge
Your choice if you are a business owner
  • Integrating the benefits & opportunities of business ownership with your life priorities.
  • Finally giving you the space & time and support to prioritize what’s most important in life first while building an exciting future.
  • Filling in the financial holes you don’t know you had, or had time to fill.
  • Helping you avoid your blindspots as a leader and helping you & your team grow to build a stronger business.

Tell me more

Call today or email us for a 15 minute conversation.

Let's engage!

Just for You

Knowledge is power! Stay up to date with the latest tips, tricks, and trends that people in the know use to make the most out of what they’ve got.

Sign Me Up!

Footer

200 North Glebe Road, Suite 730
Arlington, VA 22203
Phone: (703) 387-0919
Fax: 703-387-0918

Follow Us:

  • 
  • 
  • 

Our Most Recent Posts

10 Aug 2021Post: SEI Monthly Tech Tips – Protection Tips: The Ransomware Problem is Growing Worse
27 Jul 2021Video: SEI’s Quarter-in-Review (Q2 2021)
Privacy Policy - Developed by TinyFrog
This website uses cookies to improve your experience. We'll assume you're ok with this, but you can opt-out if you wish. Accept Reject
Privacy & Cookies Policy

Privacy Overview

This website uses cookies to improve your experience while you navigate through the website. Out of these cookies, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may have an effect on your browsing experience.
Necessary
Always Enabled
Necessary cookies are absolutely essential for the website to function properly. This category only includes cookies that ensures basic functionalities and security features of the website. These cookies do not store any personal information.
Non-necessary
Any cookies that may not be particularly necessary for the website to function and is used specifically to collect user personal data via analytics, ads, other embedded contents are termed as non-necessary cookies. It is mandatory to procure user consent prior to running these cookies on your website.
SAVE & ACCEPT
  • This field is for validation purposes and should be left unchanged.