Our Services

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 bring 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 several options of services:

OPTION 1: The Life + Wealth Integrator for our traditional financial life planning work.

OPTION 2: The Transition Navigator for people with a life in great transition.

OPTION 3: The Entrepreneurial Edge for business owners on the grow.

 

Option 1: The Life + Wealth Integrator

This option is ideal for those seeking services including the discovery process, investment 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 fee, based on your "investable net worth" and complexity of your situation, starts at $7,500.00 per year (paid quarterly in advance).  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 fee of 0.35% or lower, although in some instances we have different arrangements for our long-time Omega clients. This fee is debited quarterly in arrears, directly from your investment accounts under our management. Depending on the strategies selected, other SEI-related investment management fees may apply.

 

Option 2: The Transition Navigator

The services include all the same services listed under Option 1, although we may meet more frequently depending on how significant your transition is and the support and advice needed. Fees may begin at a slightly higher level for this extra time with you.

 

Option 3: The Entrepreneurial Edge

The services include all the same services listed under Option 1 for the business owner's personal financial situation with added services including:

  • Team assessments + consultation for the business owner's business and its employees
  • Business succession strategic planning
  • Monthly entrepreneurial coaching for the business owner

Fees for this option are available upon request.

 

Want to find out more? CONTACT US

 

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Want to know more?

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.

 

CONTACT US

200 North Glebe Road, Suite 730
Arlington, VA 22203

Phone: (703) 387-0919 | Fax: 703-387-0918
Email Us