Virtual Advisement, In Person Advisement
Business Succession Planning, Charitable & Planned Giving, Comprehensive Financial Planning, Elder Issues, Long Term Care, Estate Planning (Wills, Trusts etc), Insurance (Life, Disability, LTC, P&C), Investment Management, Retirement Income Planning, Taxation
Omega Wealth Management is an independent, fee-only fiduciary life/wealth advisor. Our innovative, holistic approach to financial planning aligns your deepest values with your most ambitious financial goals. The result is a meaningful and comprehensive plan which helps you create a life of dreams fulfilled; the life you’ve always wanted to live.