The Omega Way
Omega is the point to which all life is evolving
- not the end, but rather, the ultimate.
Omega Wealth Management is committed to what’s most important to you. By identifying your fundamental values and interests, we guide you through an ongoing process that means living with less regrets.
Focus on your life, not your money.
- Build your financial resources and knowledge
- Maintain and enjoy your financial freedom
- Live a satisfied and inspired life
- Create a coordinated team of advisors
Financial Life Planning is a holistic approach.
Omega Wealth Management builds a financial plan around your vision and goals. We use a multi-step process called EVOKE® developed by the Kinder Institute of Life Planning and the teachings and tools of the Sudden Money Institute.
This process can be an opportunity for greater personal and professional growth.
It is a thoughtful discovery process that creates a viable, long-term financial plan. It is financially effective and personally rewarding. Our clients have found EVOKE® to be eye-opening, inspiring and reaffirming.
For us, having someone to share your most profound goals with and then watch them become reality is deeply rewarding!
Omega has wealth management services for entrepreneurs & people in transition. >
Third party rankings and recognition from ratings services are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. Ratings should not be considered an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.