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.

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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?

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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. 

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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.

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Mindful Spending You’ve probably thought at one time “I really should have a budget.”  Or maybe you have one, and you’ve stuck to it for a month or two and fallen off the wagon.  The truth about budgeting is that budgets are hard to create and even harder to maintain.  The good
In our last quarterly newsletter, we let you know about some changes in estate tax planning that are a result of the Tax Cut and Jobs Act.  We recently learned that, in response to the federal legislation, Maryland passed the following bill into law, which changes the information we provided

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