Wealth Management
We offer customized, clear, and holistic wealth management services to help you achieve both immediate and long-term financial goals. Our comprehensive approach takes your unique values and needs into account. Our skilled team can help you prepare for the future; maximize your savings and investment strategies; transfer assets; and plan for retirement. As an independent, fee-only service, Omega Wealth is committed to your best interests. The first step is a free 15-minute call with our team. Connect with our team today to learn how we can help.
What is Wealth Management?
At Omega Wealth, “wealth management” encompasses an array of financial services provided by a qualified and experienced firm. We view wealth management through technical and human lenses. Our wealth management services are based on each client’s values and life circumstances. With this framework in mind, we manage investments, provide financial planning, conduct analysis, provide estate planning, and more. Our multi-generational team has a collective range of relevant certifications including Certified Financial Planner (CFP®), Registered Life Planner (RLP®), Certified Financial Transitionist (CeFT®), and Certified Investment Management Analyst (CIMA®). Our wealth management solutions are customized for each client and include:
- Retirement planning
- Multi-generational wealth & legacy management
- Financial transition management
- Investment portfolio management
- Estate planning
- Tax planning
- Business planning
- Comprehensive asset management
Who We Work With
Regardless of whether you are just starting a new business or if you are in the later stages of retirement and estate planning, it is important to identify a wealth management team that understands your values and needs. Navigating good wealth management and financial health takes intelligent planning, communication, and experience. At Omega Wealth, we support a wide range of clients, families, and business owners. We work with:
- Individuals
- Business Owners
- Families
- Family Trusts
- Retired or Near-Retirement Individuals
Our Wealth Management Services
Omega Wealth provides customized wealth management tools and services based on your individual needs. Since wealth management involves a variety of activities, it is helpful to consider upcoming transitions, goals, and personal values when determining which services best fit your needs. Our offerings include estate planning, retirement planning, business planning, guidance on educational investments, and support with financial literacy.
Financial/Life/Career Transitions
Some significant life events come with a time of “anticipation” while others are unplanned. Inheritance from a loved one, marriage, divorce, and illness are all parts of the fabric of life and carry unique financial challenges. A robust, holistic wealth management strategy can help you navigate each of these transitions with confidence and security. Our Transition Navigator™ service is designed to support you and your family with these changes, while ensuring your financial goals remain intact.
Retirement Planning
Thoughtful planning and good wealth management strategies ensure that our clients are adequately prepared for retirement. Our team of financial planners understands that each client’s financial goals and needs are unique, and works to create a realistic roadmap to help you reach retirement in confidence. Whether your goal is to retire early or to make provisions for your family, our experienced wealth management team will help you stay on track. Read more about The Life + Wealth Integrator™ services or connect with us here.
Business Planning, Sale, & Purchase
Special considerations come into play when executing wealth management strategies for business owners. Omega Wealth works with both small and large-scale business owners to develop customized wealth management solutions. Our team can provide support with asset evaluation, acquisitions, tax planning, and the sale of business. Our Entrepreneurial Edge Program™ is ideal for business owners wanting to maximize their gains and develop a realistic timeline to help them achieve their goals.
Financial Literacy & Wealth Optimization
Wealth management is a complex and layered discipline. Our financial planners are here to provide one source of curated and personalized information as you develop goals, create financial milestones, and make monetary decisions. The Life + Wealth Integrator™ service is an ideal offering for those looking to deepen their financial literacy while forming and adapting financial goals. In addition, we provide frequent tips and resources on our blog and in our quarterly newsletters to help our clients make decisions and get the most out of each investment.
Not sure where to start? Schedule a free 15-minute call with our team to discuss our services.
Transferring Wealth to the Next Generation
As a skilled and experienced “thinking partner”, we can help you navigate the complexities of multi-generational wealth management. Our team supports you through the various phases of estate planning, including tax considerations, financial literacy, and communication. We always consider the human element of this process, working with families to make these important transitions.
Wealth Management Consultation
Before creating a wealth management plan for our clients, we take a comprehensive look at their current and future financial picture. We begin with a deep dive into your values, strengths, and personal resources. We also review your current assets, tax planning, insurance, investments, retirement plan, and estate plan before delivering guidance. We call this The Omega Method. This detailed consultation helps our team understand your values, strengths, and personal resources as we customize your support. During our assessment, our team will:
- Establish an understanding of your unique financial situation
- Explore your current short-term, and long-term financial goals
- Discuss upcoming transitions: family changes, investments in education, the sale of a business, or retirement
- Discuss your values and economic goals and dreams
- Review market assumptions and projections in line with your strategy
- Provide next steps and options to move forward
About Us
Omega Wealth Management is a woman-owned, independent firm based in Arlington, Virginia. Our team of specially-trained financial planners and associates work with clients in the surrounding area and beyond. As a fee-only practice we do not receive commissions from any of the investment products that we recommend. We are an independent firm and have the flexibility to only select investment partners and solutions that support our clients’ goals. As fiduciaries, we put our clients’ interests first. We choose investments solely for the purpose of meeting our clients’ financial goals. To keep up-to-date with our team, sign up for our newsletter or view the latest on our video blog.
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.
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.
