Omega Wealth Management LLC

Omega Wealth Management, LLC offers comprehensive financial life planning and investment management services for individuals, families, trusts, estates, and businesses. Founded in 1999 and based in Arlington, Virginia, the firm focuses on a goals-based approach to financial planning, addressing personal records, taxes, cash flow, education funding, investment risk, insurance, retirement, and estate planning. Investment management is provided on both a discretionary and non-discretionary basis, but it is not offered as a standalone service; it must be accompanied by an ongoing life and wealth planning engagement. The firm also offers specialized programs such as socially responsible investment mutual fund models and access to SEI asset allocation portfolios. In addition to its primary services, Omega Wealth Management provides consulting on an hourly basis, simplified financial planning for younger clients through Canopy Planning Services, and a no-cost second opinion service for friends and family of existing clients.