Blending Life, Wealth, Work & What's Next

2016 Mutual Fund Tax Info for Self-Preparers & CPAs

March 1, 2017
It’s almost tax time!  We have gathered the links to information regarding bond mutual funds that may be useful to you as you file your ... Read More

Please check out our January 2017 Newsletter!

February 2, 2017
Here’s our January 2017 newsletter where we encourage you to think about what’s really important to what you want to accomplish in 2017 and how you can ... Read More

Tackling the Election Disappointment…Regardless of What “Side” You Were On

November 10, 2016
I am writing to you as an expert, perhaps still a student, of transition management.  In talking with some of our clients, amongst our own ... Read More

Lisa Kirchenbauer, CFP®, RLP®, CeFT™ named a Washington, DC Five Star Financial Professional

October 21, 2016
We are excited to share some news with you! I have recently been named a 2016 Five Star Financial Professional and will be featured in ... Read More

Please enjoy Omega’s Fall 2016 newsletter…learn more about the power of Awe and start thinking about tax planning!

October 20, 2016
Enjoy our Fall 2016 newsletter where we introduce our newest Associate, Kathy Frakes, and bring you a behind-the-scenes look at the tax planning work we ... 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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