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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Meet Our Summer Intern, Rich!

Rich came on board this summer to intern for us, and we're greatful to have him - watch the clip below READ MORE

July 2019 Omega Newsletter

In the latest edition of Omega's newsletter, Lisa talks in-depth about "Walking the Talk", Kathy expeands on impacts of the READ MORE

Were You Affected By the Equifax Data Breach in 2017?

Were you affected by the Equifax Data Breach in 2017? Equifax has just reached a settlement with the Federal Trade 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.