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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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Back From Sabbatical: Rested & Refreshed!

I’m a couple of days into my first week back at Omega after taking 6 weeks away from the business and READ MORE

Mindful Spending

Mindful Spending You’ve probably thought at one time “I really should have a budget.” Or maybe you have one, and you’ve READ MORE

Estate Tax Update for Maryland and D.C.

In our last quarterly newsletter, we let you know about some changes in estate tax planning that are a result 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.