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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.

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Lisa commenting on “Stop Counting Other People’s Money” - article by Liz Weston

Link to article (via The Washington Post): Lisa was recently quoted in a syndicated article talking about how people compare themselves, their READ MORE

Please enjoy our July 2017 Newsletter-Retirement or Financial Freedom!

Here is our 3rd quarter newsletter for 2017! Our lead article focuses on the difference between retiring and financial freedom READ MORE

Updated ADV

Hello, Below you can find our updated Form ADV, which now includes Jared as an Associate Financial Advisor at our firm. You 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.