Integrating Your Values, Vision and Wealth
Everyone wants their life vision to be their reality. In today’s hectic world, simple financial management isn’t enough. People are looking for happiness, balance and meaning in their lives. We all want to live our passion and leave the world with no regrets.
Omega Wealth Management, LLC has been in business for 12 years employing a team with over 50 years of financial planning and investment management expertise. As an independent, fee-only life and wealth advisor, we take an innovative, unique and holistic approach to financial planning that guides you through a process to align your deepest values with your financial goals. The result is a realistic plan which helps you create a life of dreams fulfilled; the life you’ve always wanted to live – now and in the future.
When it comes to your needs, we are proactive!
Do you have an advisor who really understands what matters to you?
Is your money aligned with your values and vision?
Does your financial plan represent your passion in life?
Now, let yourself imagine:
Experiencing freedom from financial worry
Knowing you have full support in resolving obstacles to your goals
Living with the satisfaction of aspirations fulfilled
Learn more about Our Philosophy and Life Planning Approach.