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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Blog

Yield Curve Inversions - SEI Article

SEI's Erin Garnett recently wrote about The Yield Curve and why it's important to not try to time the market. Read READ MORE

How to Prepare Yourself and the Company for a Sabbatical

Lisa recently wrote about her sabbatical experience for the FPA's Journal of Financial Planning. Read an excerpt below, and check out READ MORE

OWM Book Discussion - Being Mortal

In the first installment of our Vlog series OWM Book Discussion, Lisa and Jared sit down and chat about Atul Gawande's 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.