INTEGRATING YOUR
VALUES, VISION & WEALTH

TAKING THE HOLISTIC APPROACH

Live a satisfied, fulfilled, and inspired life.

The Omega Method” is a financially effective and personally rewarding approach to creating a viable, long-term Financial Life Plan.

Enter peace of mind.

MORE

ARE YOU AN
ENTREPRENEUR?

Maximize your limited time and stay on top of your portfolio.

Running a business is rewarding and exciting. It can also be overwhelming when you lose track of where you’re going.

Is your business truly supporting you?

MORE

IN TRANSITION?

When life changes, money changes. When money changes, life changes.

Transition--inheritance, divorce, retirement or other significant change--can be stressful. You need a “lifeline” to help you successfully navigate the personal and professional aspects that come with dramatic change.

Connect with resources to successfully navigate your transition. 

MORE

ABOUT US


Dreams: fulfilled

The Omega Wealth Management approach is both unique and powerful. We are an independent life/wealth advisor whose model is “fee-only.” Our holistic techniques align your deepest values with your financial goals. The result is a meaningful and comprehensive plan that enables you to thrive in your new life.

MORE

In society, we often talk about someone having a “mid-life crisis”.  Sometimes it results in a sports car, a new spouse, or just unusual  behavior.  As more and more Baby Boomers (and soon, Generation Xers) head into this period of time, the impact on society may be substantial.  (Check out this interesting
In our Quarter 2 Newsletter: President Lisa Kirchenbauer discusses her upcoming sabbatical, Associate Financial Advisor Kathy Frakes talks tax and gives advice on getting your recent Grad up-to-speed on managing their new paychecks, Associate Financial Advisor Jared jones gives an updated investment outlook, and Operations Analyst Andrew Mehari provides step-by-step instructions on eliminating some

CONNECT WITH US

Want to know more?

Omega Wealth Management serves as a “lifeline” to help you successfully navigate major life changes. Our comprehensive and flexible process is designed to meet you where you are and help you get to where you want to go, at your own pace.

 

CONTACT US

200 North Glebe Road, Suite 730
Arlington, VA 22203

Phone: (703) 387-0919 | Fax: 703-387-0918
Email Us