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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Meet Our Associate Financial Advisor, Kathy Frakes!

Kathy Frakes, CFP® - one of two Associate Financial Advisors at OWM – has been with us for almost two READ MORE

Meet Our Operations Analyst, Andrew!

Andrew Mehari has been with Omega for a few years, but we wanted to give you the chance to get READ MORE

OWM Volunteer Day

At OWM, we are passionate about having a positive and significant impact on our clients, community, and the profession. This 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.