Blending Life, Wealth, Work & What's Next

529 Day is Here!

May 29, 2019
529 DAY IS HERE! You may be familiar with the fantastic college savings tool known as the 529 Savings Plan.  It got its name because it ... Read More

Legislative Changes to Retirement Plans That May Affect You

May 28, 2019
Legislative Changes to Retirement Plans May Affect You Last Thursday, the House of Representatives overwhelming passed the Setting Every Community Up for Retirement Enhancement, or SECURE, ... Read More

OWM Book Discussion: Designing Your Life

May 13, 2019
In the latest installment of our vlog series, OWM Book Discussion, Lisa and Jared talk about Designing Your Life by Bill Burnett and Dave Evans. ... Read More

What OWM Does: EVOKE Process

May 6, 2019
In the latest installment of our vlog series What OWM Does, Lisa and Kathy get into the EVOKE process we take new clients through, what ... Read More

April Omega Newsletter

April 30, 2019
Happy Spring! In the latest edition of Omega's newsletter, Lisa writes about "life diversification" and its importance to our lives, Kathy goes over diversified planning and some ... Read More


Want to know more?

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
Email Us