Omega Wealth Management

Clients

Certified Financial Planner

Omega Wealth Management offers access to experienced CERTIFIED FINANCIAL PLANNER™ professionals in the Arlington, Virginia area. Our team works with individuals, families, and business owners.  A CERTIFIED FINANCIAL PLANNER™  can provide help with important financial and life transitions like retirement planning, an inheritance or the sale of a business. As a fee-only, independent firm, our CERTIFIED FINANCIAL PLANNERS™  bring unbiased economic guidance you can trust. Our customized wealth management plans are designed to help clients at any phase of their financial journey. From supporting you through financial transitions to helping you integrate your personal and business goals, our team can help you build an effective and clear map for the road ahead. Learn more about Our Services or connect with our team today for help with:

  • Financial transition management
  • Tax planning
  • Retirement and education funding strategies
  • Investment guidance
  • Estate and legacy planning

 

Complex Family Wealth Solutions

CERTIFIED FINANCIAL PLANNER™ Services

At Omega Wealth Management, our CERTIFIED FINANCIAL PLANNERS™  hold federal and state-recognized credentials, including the CFP®, RLP®, or CeFT® certifications. CERTIFIED FINANCIAL PLANNERS™ are licensed with the CFP® Board and held to a “fiduciary” standard.  Simply put, that means we have to put a client’s interests first.  CFP® professionals are required to pass a comprehensive, rigorous test following study through a financial planning educational program.  CERTIFIED FINANCIAL PLANNER™ professionals are also required to meet ongoing continuing education requirements and held to ethical standards.  This advanced training allows us to build customized wealth management plans for a range of clients. Our services include:
  • A top to bottom review of your entire financial situation
  • Running Financial Triage when you are dealing with a challenging life/financial transition
  • Consultation on savings and earnings goals
  • Help with Tax, Estate, and charitable planning
  • Assistance with the sale or purchase of assets
  • Investment portfolio management
  • Multi-generational wealth & legacy management
  • Business planning
Not sure where to start? Schedule a free 15-minute conversation with our team to learn more about how we can help.  



Customized Client Journeys

At Omega Wealth Management, our CERTIFIED FINANCIAL PLANNER™ s take a holistic view of wealth management. We consider each client’s needs, values, and goals before crafting a detailed financial plan. To simplify our offerings, we’ve created three models to align with our clients’ needs:

 

Our Services

Transition Navigator™ : Any major change in life is accompanied by changes in your financial needs. Marriage, retirement, divorce, inheritance, or the sale of a business can all spur changes to your financial outlook. The Transition Navigator™ tool helps you navigate these changes with your CERTIFIED FINANCIAL PLANNER™ .  Our team acts as your “thinking partner”, helping you to make decisions before, during and after life’s changes.

The Life + Wealth Integrator™

The Life + Wealth Integrator™ is a tool that helps clients center their financial decisions around their values. The process starts with a consultation with a financial planner to establish your goals, timeline, and communication preferences. From there, we craft options for your retirement plans, educational investments, and cashflow. You will receive a detailed, written plan that reflects your needs and accounts for obstacles down the road.

 

Transition Navigator™

Our Transition Navigator™ tool is designed for anyone facing a personal or professional change, like retirement, marriage, divorce, relocation, inheritance, or the purchase of a major asset. A financial planner acts as your “thinking partner”, helping you to make decisions before, during and after the transition.

 

The Entrepreneurial Edge™

This service is ideal for business owners and entrepreneurs seeking support with investment strategy, cash flow, business goals, and asset management.

 

The Omega Approach

Our CERTIFIED FINANCIAL PLANNERS™  take a holistic view of your financial situation. Since we are an independent, fee-only firm, we will only recommend partners and products that serve your best interest. During our consultation and assessment, our team will take a comprehensive look at your financial picture, including:

  •     Establish an understanding of your unique financial situation
  •     Explore your current short-term, and long-term financial goals
  •     Discuss upcoming transitions: family changes, investments in education, the sale of a business, or retirement
  •     Discuss your values and economic goals and dreams
  •     Review market assumptions and projections in line with your strategy
  •     Provide next steps and options to move forward

Ready to learn more? Book a complimentary 15-minute call with our CERTIFIED FINANCIAL PLANNERS™  today.

 

 

Why Choose a CERTIFIED FINANCIAL PLANNER™ ?

Whether you are looking forward to retirement or facing another significant life/financial/business transition, a CERTIFIED FINANCIAL PLANNER™  can help you make decisions to support your desired goals. During a holistic consultation, a CERTIFIED FINANCIAL PLANNER™  will form a comprehensive snapshot of your goals and opportunities. They will also factor in tax strategy, your investment portfolio, and other unique considerations that can affect your financial well-being. With this expert lens, a CERTIFIED FINANCIAL PLANNER™  can help you grow and maintain your wealth. Our diverse and experienced team holds a wide range of financial certifications, including:

  •     CERTIFIED FINANCIAL PLANNER™  (CFP®)
  •     Registered Life Planners (RLP®)
  •     Certified Financial Transitionist (CeFT®)
  •     Certified Investment Management Analyst (CIMA®)

We combine our industry knowledge, experience, and values to inform the The Omega Method; a holistic approach to financial planning. Learn more about Our Values here.

 

 

 

Ready to start your financial planning journey?

Ready to start your financial planning journey? Connect with our team in a free 15-minute call today.

Let’s do it