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

Cracking the Code - Lisa and Jared's front-page JFP Article was named to 2018 Best of JFP Magazine!

Jared and Lisa's joint article Cracking the Code: A Blueprint for How to Work with Millennial Clients was recently featured in the READ MORE

The Anatomy of Your Portfolio

The Anatomy of Your Portfolio And What to Expect in Return Jared Jones, CFP® One question we get most often from our clients READ MORE

October Omega Newsletter

Happy Fall! In the latest edition of Omega's newsletter, Lisa talks in-depth about how "winter" can throw you (and your portfolio) off 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.