We understand your life isn't all about money. It's about the preciousness of time, creating rich experiences, finding what's most important to you, and connecting with your passion. At Omega Wealth Management we put you first by discovering your hopes and personal dreams. Then we integrate those with your financial goals.
If you are facing or currently in a major life/financial/career change, Omega is here to help! Whether it's the death of your loved one, life after divorce, significant corporate wealth or the sale of a business, transition often has 3-4 stages and includes both a personal and a technical/financial side.
If you are facing or currently in a major life/financial/career change, Omega is here to help! Whether it's the death of your loved one, life after divorce, significant corporate wealth or the sale of a business, transition often has 3-4 stages and includes both a personal and a technical/financial side.
Services
Fee-Only means that we do NOT receive commissions for any advice or implementation that we provide to you. The result is the possibility to be more objective in working with you. Independent means that we are NOT affiliated with a single investment firm, also known as a "broker-dealer". Instead, we are able to independently select the partners, resources and products that we use to implement our investment management services for you.
Bringing together what's most important to you, with ALL of the personal & financial resources you possess in service to a life without regrets. 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.
We build your holistic & comprehensive financial life plan by integrating your values, vision, and wealth. Understanding who you are and what's important in your life & future is at the heart of our entire process. It begins with the first time we meet you when we ask about your communication preferences, and then continues with the Kolbe assessment when you join the "Omega Family" to understand how you instinctually take action.
We begin by taking the time to understand your communication preferences, your approach to decision-making and how best to deliver information to you. As we enter the Vision phase, we are pulling together your ideal vision for the future into a cohesive statement that becomes the cornerstone of your entire plan.
As Certified Financial Transitionists we bring training, tools and experience to help you navigate the uncertainty, the possibilities and the challenges that come with a significant transition. We take each meeting one at a time, moving at your pace, focused on supporting you, giving you perspective, and at the same time providing you with the peace of mind knowing you have a trained "thinking partner" to walk you through it all.
Reviews
Be the first to review Omega Wealth Management.
Write a Review
