Blending Life, Wealth, Work & What's Next

Getting ready to file your taxes? …not so fast!

March 2, 2018
As we head into tax filing time, it’s always good to think about what you need to do to prepare to file while also thinking ... Read More

2017 Mutual Fund Tax Info for Self-Preparers & CPAs

February 23, 2018
To assist you in your tax preparation for tax year 2017, we have gathered links to information regarding bond mutual funds.  Taxable bond funds that ... Read More

SEI's Thoughts on Market Corrections

February 14, 2018
You may have seen market recently enter correction territory. Check out SEI’s thoughts describing what defines a correction, the benefits of a correction, and how investors ... Read More

Market Activity Update

February 5, 2018
  Lisa Kirchenbauer gives her views on the current state of the market on February 5, 2018. ... Read More

Q1 2018 Newsletter

January 31, 2018
Check out our 1st quarter 2018 installment of the Omega newsletter as we take a look at the 2017 financial markets results and talk tax ... Read More


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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.



200 North Glebe Road, Suite 730
Arlington, VA 22203

Phone: (703) 387-0919 | Fax: 703-387-0918
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