Yield Curve Inversions - SEI Article
September 18, 2018
SEI's Erin Garnett recently wrote about The Yield Curve and why it's important to not try to time the market. Read an excerpt below and follow ... Read More
How to Prepare Yourself and the Company for a Sabbatical
September 11, 2018
Lisa recently wrote about her sabbatical experience for the FPA's Journal of Financial Planning. Read an excerpt below, and check out the full article here:
https://www.onefpa.org/journal/Pages/SEP18-Sabbatical-Success-How-to-Have-a-Business-to-Come-Back-to-After-6-Weeks-Away.aspx
Recently, I ... Read More
OWM Book Discussion - Being Mortal
September 7, 2018
In the first installment of our Vlog series OWM Book Discussion, Lisa and Jared sit down and chat about Atul Gawande's popular book, Being Mortal: Medicine and ... Read More
Meet Our President, Lisa Kirchenbauer!
September 4, 2018
Lisa Kirchenbauer, CFP® , RLP®, Certified Financial Transitionist® - Lisa built our firm from the ground up in the '90's, officially establishing Omega Wealth Management ... Read More
Meet Our Associate Financial Advisor, Jared!
August 30, 2018
Jared Jones, CFP® - one of two Associate Financial Advisors at OWM - has been with us for three years. Having a background in financial ... Read More
