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

Is the Mid-Life Crisis a Social Crisis?

In society, we often talk about someone having a “mid-life crisis”. Sometimes it results in a sports car, a new READ MORE

Q2 2018 Newsletter

In our Quarter 2 Newsletter: President Lisa Kirchenbauer discusses her upcoming sabbatical, Associate Financial Advisor Kathy Frakes talks tax and gives advice READ MORE

What does the "Omega" in Omega Wealth Management Stand For?

Over 11 years ago, a former team and I knew that it would be important to change the name of 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.