Our Team

The best possible advice

Our team has almost 30 years of combined experience in the financial services industry. We have comprehensive expertise in a variety of areas, including financial planning, global economics, and investment research / analysis.

TAKING THE
HOLISTIC
APPROACH.

“The Omega Method” is a financially effective and personally rewarding approach to creating a viable, long-term Financial Life Plan. Not only does The Omega Method provide opportunities to achieve deep personal and professional growth, it also produces valuable results.

Enter peace of mind.

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Check out our April 2017 Newsletter: Simplicity

Please check out our April 2017 newsletter focused on simplifying your life! In a world filled with an onslaught of READ MORE

2017 Annual Form ADV Part 2 Document Available NOW

Per the requirement of our regulators, we have available our latest Form ADV Part 2 for review. Enjoy the "light" READ MORE

Are you missing out on the stock market's rise OR is it time to "batten down the hatches"?

There comes a time when we need to reach out to our clients to provide some perspective about what’s happening READ MORE

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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.