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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At this point, we don’t have a final bill but Congress seems focused on getting this major overhaul of the tax code completed before year-end.  While there appears to be some simplification with the proposed changes, our tax code still remains pretty complex.  For those who live in high tax
Please check out our 4th quarter 2017 installment of the Omega newsletter as we explore the idea of “polarity” in our financial and personal lives.  As always, we have a new book idea and some great tips for dealing with the recent Equifax breach issue.  The weather is turning in

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