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Omega Wealth Management

Omega Wealth Management


Omega Wealth Management's financial review

Omega Wealth Management's Revenue (Yearly)

10.5M

Employees

13


Omega Wealth Management information

Everyone wants their vision to be their reality. We seek happiness, balance, and meaning. We want to live our passions and leave the world with no regrets. To achieve this utopia, simple financial management isn't enough.We are an independent, fee-only fiduciary life/wealth advisor. Our innovative, holistic approach to financial planning aligns your deepest values with your most ambitious financia...
Everyone wants their vision to be their reality. We seek happiness, balance, and meaning. We want to live our passions and leave the world with no regrets. To achieve this utopia, simple financial management isn't enough.We are 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.Omega Wealth Management was founded by Lisa A.K. Kirchenbauer, a pioneer in the financial life planning and financial transition industry. We have been helping our clients to discover their true strengths since 1999.

Omega Wealth Management industries

Financial services

Omega Wealth Management's financial review

Omega Wealth Management's Revenue (Yearly)

10.5M

Employees

13

Technologies

Email Delivery
Email Delivery
Email Providers
Analytics and Tracking
Social Sharing

Notable Alumni

Joey Loss
Founder | Financial Planner
Flow Financial
John Weber
Wealth Management Associate
Curi RMB Capital

Employees

Office Manager
Senior Wealth Manager
Director of Operations, Compliance & Technology
Senior Advisor
Associate Financial Advisor

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