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Wisdom



Blending Life, Wealth, Work & What's Next
February 2, 2017

Please check out our January 2017 Newsletter!

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 “focus on what you can control”. Jared provides his usual market review, and our newest and experienced associate, Kathy Frakes, provides some tax and financial planning tips. If you curious as to how eMoney and SEI houses your financial information, please read Andrew’s column! And check out the resources and books that may make 2017 a better year for you!

Link: OWM Winter 2017 Newsletter

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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.

 

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