Omega Wealth Management
Specialization: Helping successful entrepreneurial and executive families thoughtfully navigate family legacy transitions.
Q: How does Omega Wealth Management help your clients meet their real-life challenges?
A: Transition—whether inheritance, divorce, retirement, a growing business or just time for change—can be stressful. Omega serves as a “lifeline” to help people successfully navigate the personal and professional things that come with change.
Our clients can expect a very unique and personalized experience. While we ask for all the same financial planning and investment data as other advisors, we take it a step further, spending time getting to know you and your family, your communication preferences and your most important life goals. Through our innovative life-planning process, the vision that emerges from these discussions drives the customized financial life plan and investment strategy that we create for you. If you are going through a significant life/business/financial transition, our experience, training and special tools help you navigate that transition more smoothly. For many business owners, it may be the first time anyone has taken the time to integrate their personal and business goals in a meaningful manner.
Q: What is your definition of success?
A: When we are able to help a client gain a deeper understanding of who they are and how they can leverage their strengths in conjunction with their financial resources, enabling them to accomplish a goal they thought wasn’t possible—we’ve done our work for the day! Opening up new possibilities for our clients, giving them permission to pursue less traditional goals, and then seeing their delight and satisfaction in the results makes our work much more meaningful.