Blending Life, Wealth, Work & What's Next

life planning

Back From Sabbatical: Rested & Refreshed!

June 6, 2018
I’m a couple of days into my first week back at Omega after taking 6 weeks away from the business and reflecting on my sabbatical. As I ... Read More

Mindful Spending

May 15, 2018
Mindful Spending You’ve probably thought at one time “I really should have a budget.”  Or maybe you have one, and you’ve stuck to it for a ... Read More

Estate Tax Update for Maryland and D.C.

May 9, 2018
In our last quarterly newsletter, we let you know about some changes in estate tax planning that are a result of the Tax Cut and ... Read More

Is the Mid-Life Crisis a Social Crisis?

April 23, 2018
In society, we often talk about someone having a “mid-life crisis”.  Sometimes it results in a sports car, a new spouse, or just unusual  behavior.  As ... Read More

Did Someone Say Life Planning?

October 15, 2015
Why is life planning important to the financial planning process? A number of years ago, I began bringing life planning into our work with clients.  This ... 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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