Create a life of dreams fulfilled
For now; for the future
Everyone wants their vision to be their reality. We seek happiness, balance, and meaning. We want to live our passions and leave the world with no regrets. To achieve this utopia, simple financial management isn’t enough.
We are an independent, fee-only fiduciary life/wealth advisor. Our innovative, holistic approach to financial planning aligns your deepest values with your most ambitious financial goals. The result is a meaningful and comprehensive plan which helps you create a life of dreams fulfilled; the life you’ve always wanted to live.
Omega Wealth Management was founded by Lisa A.K. Kirchenbauer, a pioneer in the financial life planning and financial transition industry. We have been helping our clients to discover their true strengths since 1999.