Omega Wealth Management

Clients

Services

When Life Changes, Money Changes

When Money Changes, Life Changes*

For a life without regrets

*Susan Bradley, Founder of the Sudden Money Institute/Financial Transitionist Institute

Being Our Client

Bringing together what’s most important to you, with ALL of the personal & financial resources you possess in service to a life without regrets.

Life/financial/career in flux?
Transition--inheritance, divorce, retirement, a growing
business, or just time for change--can be stressful.

Omega puts you first.
You tell us what works best for you

Our work together begins with a unique assessment of your strengths. We analyze the tools you’ll need to successfully navigate your life’s evolution and connect the dots with the financial resources that bring it all together.

You set the pace

Our comprehensive and flexible process is designed to meet you where you are and where you want to go.

You get the best possible advice

Our all encompassing financial life planning is supported with a world class investment management team of advisors.

What do you get?

A written , financial life plan that will give you peace of mind & renewed inspiration coupled with a sound investment strategy backed by a world-class investment platform that aligns with your goals & dreams.
Learn more about Omega’s Investment Philosophy

Our Services

Options depending on what you need now
OPTION 1:
The Life + Wealth Integrator
Options depending on what you need now
  • A holistic approach that explores who you are, what you want to achieve, and what’s most important to you.
  • Comprehensively integrates your goals, your values and your resources to give you a top to bottom review & analysis of your entire financial picture from cashflow to tax planning, investments to insurance.
  • Ongoing advice to help you implement your plan and navigate life’s unexpected twists and turns.

Tell me more

OPTION 2:
The Transition Navigator
Your choice when you have a life in great transition
  • “When life changes, money changes and when money changes, life changes.” Susan Bradley, Financial Transitionist Institute.
  • Helping you navigate the 4 stages of transition at your pace, whether it’s retirement, inheritance, sale of a business or something else.
  • Navigating the inside and outside influences & forces of an important life or financial change, helping you address ALL the potential impacts of an important financial or life transition.
  • Serving as your important “thinking partner” as you make important decisions along the way.

Tell me more

OPTION 3:
The Entrepreneurial Edge
Your choice if you are a business owner
  • Integrating the benefits & opportunities of business ownership with your life priorities.
  • Finally giving you the space & time and support to prioritize what’s most important in life first while building an exciting future.
  • Filling in the financial holes you don’t know you had, or had time to fill.
  • Helping you avoid your blindspots as a leader and helping you & your team grow to build a stronger business.

Tell me more

Call today or email us for a 15 minute conversation.

Let's engage!