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Blending Life, Wealth, Work & What's Next
May 6, 2019

What OWM Does: EVOKE Process

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 each step of the process is like, and how the process (and other tools) brings us closer to our clients. Watch the video below!

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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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