Business Details
27 Years
experience
Your Trusted Partner for Wealth Planning Solutions
At Omega Wealth Management, we take pride in offering a human-centric approach to wealth management, empowering multi-generational families to navigate the complexities of wealth with confidence and clarity. Since our founding in 1999, we have been committed to aligning financial strategies with personal values, ensuring our clients can live a life without regrets. Our team of experienced professionals specializes in integrating tax planning, financial planning, investment management, and legacy planning into seamless, personalized strategies tailored to each family's unique needs. We believe in the power of collaboration and work closely with our clients' existing advisors to strengthen their financial teams, not replace them. As a certified B Corp since 2023, we uphold rigorous standards of sustainability and social responsibility, reflecting our dedication to making a positive impact beyond financial outcomes.Our Wealth Protector Process guides families through four distinct phasesDiscovery, Alignment, Advanced Planning & Implementation, and Monitoring & Fine-Tuningto ensure their wealth serves their family's needs today and for generations to come. We prioritize transparency, dependability, and approachability, fostering relationships built on trust and a deep understanding of our clients' aspirations. Our innovative fee model separates comprehensive wealth management from investment management, offering flexibility for clients with complex, illiquid assets. With offices in Arlington, VA, we serve high-net-worth families seeking to preserve their wealth, plan for succession, and leave a lasting legacy rooted in their values.
Services
Wealth Management
Financial Planning
Investment Management
Tax Planning
Legacy Planning
Estate Planning
Succession Planning
Family Education
Asset Allocation
Retirement Planning
Details
- Year established: 1999
Highlights and features
- We offer 25+ years of experience in multi-generational wealth planning.
- Our B Corp certification reflects our commitment to sustainable, ethical practices.
- We provide personalized strategies tailored to complex, illiquid assets.
- Our Wealth Protector Process ensures comprehensive, phased financial planning.
- Transparent fee model separates wealth management from investment services.
Associations and certifications
- B Corp
Services
Wealth Management
Our wealth management services integrate financial, tax, and legacy planning to align your wealth with personal values. We specialize in serving multi-generational families with complex assets, including concentrated positions and real estate. Our Wealth Protector Process ensures comprehensive strategies that evolve with your family's needs over time.
Legacy Planning
Legacy planning focuses on preserving family wealth and values across generations. We help clients create structured succession plans, navigate complex family dynamics, and implement tax-efficient transfer strategies. Our approach emphasizes education for younger generations to ensure responsible wealth stewardship.
Investment Management
Our investment management combines personalized portfolio strategies with broader wealth planning. We specialize in managing illiquid assets and concentrated positions while maintaining alignment with long-term financial goals. The approach integrates risk management and tax optimization for holistic wealth protection.
Tax Planning
Multi-generational tax planning optimizes current and future liabilities across family members. We coordinate with accountants to implement strategies that reduce lifetime tax exposure while supporting wealth preservation goals. Our approach considers both immediate savings and long-term generational impacts.
Family Education
Family education programs prepare next generations for wealth stewardship through our Canopy program. We provide financial literacy training, values clarification workshops, and intergenerational communication strategies to ensure smooth wealth transitions and family harmony.
People
Lisa A.K. Kirchenbauer
Founding Partner and Senior Advisor
Lisa founded Omega in 1999 after 15 years in financial services. Certified in financial planning and transition advising, she specializes in blending technical expertise with life planning. She holds multiple industry awards and serves on local and national financial planning boards.
Jared Jones
Partner and Senior Advisor
Jared joined Omega in 2015 and became partner in 2023. Certified in financial planning and investment analysis, he focuses on aligning investments with family values. He volunteers with exoneree financial support programs and serves on financial planning association boards.
Andrew Mehari
Partner and Director of Operations
Andrew oversees Omega's operations since joining in 2015. Certified financial planner with an MBA in portfolio management, he ensures smooth business operations while advocating for diversity in financial services through industry advisory roles.
Davis Gardner
Lead Advisor
Davis manages client relationships and intern programs at Omega. Certified in financial planning and life transitions, he specializes in helping families navigate wealth challenges while leading Omega's Canopy program for next-generation clients.
Saki Kurose
Associate Advisor
Saki provides personalized financial plans integrating tax and life strategies. Certified in financial transitions and student loan planning, she helps clients align wealth with values while managing Omega's financial software implementations.
Questions
What makes Omega's approach to wealth management different?
We combine technical financial expertise with deep life planning to align wealth with personal values, focusing on multi-generational impact rather than just portfolio management.
How does Omega handle complex, illiquid assets?
Our unique fee model separates comprehensive planning from investment management, allowing tailored strategies for concentrated stock positions, real estate, and private business holdings.
What is the Wealth Protector Process?
Our four-phase approach includes discovery, alignment, implementation, and ongoing monitoring to ensure your wealth strategy evolves with life changes and family needs.
How does Omega support next-generation wealth transition?
Through our Canopy program, we educate younger family members on financial responsibility and facilitate intergenerational communication about wealth values and stewardship.
What is Omega's B Corp status significance?
As a certified B Corp since 2023, we meet rigorous sustainability standards, demonstrating our commitment to ethical practices beyond financial outcomes for clients.
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