Life/financial/career in flux?
When life changes, money changes.
When money changes, life changes.
Transition--inheritance, divorce, retirement, a growing business, or just time for change--can be stressful. Omega serves as a “lifeline” to help people successfully navigate the personal and professional things that come with change.
Our comprehensive and flexible process is designed to meet you where you are and then where you want to go… at your pace.
We provide comprehensive financial life planning, coordination with your advisors (or help to create your own team) and world-class investment management in coordination with our partner, SEI Investments, all to give you the best advice possible.
Our work together begins with a unique assessment of your strengths. We analyze the tools you’ll need to successfully navigate your life’s evolution and connect the dots with the financial resources that brings it all together.
The end result is a written, financial life plan that will give you peace of mind and renewed inspiration to move forward!
Omega Wealth Management offers two levels of services:
OPTION 1: The Omega Plan for people with a life in great transition.
OPTION 2: The Omega Plan for business owners on the grow.
Our services include the discovery process, management work, and a comprehensive strategic plan. In addition to meeting 2-3 times per year, we are also available “on-call” to you at any time in between.
Our engagement is based on your “investable net worth” and starts at $7,500 per year, paid quarterly. Our clients are NOT required to transfer their investments to us to get started.
Investment management through our partner, SEI Investments, is offered at a reduced fee of 0.50% or lower.
The Transition Plan provides the same scope of work listed above, but does not include the on-going support. Starting at $5,000, this 6-month plan places you on a solid footing as you begin your journey to financial freedom.
Want to find out more? CONTACT US