Locations
4501 Fairfax Station Dr., Ste. 602, Arlington, VA, 22203
Specialties
- Financial Planner
About
Omega works with successful multi-generational families to navigate the human and financial complexity of wealth. Through a very personalized approach, we are able to help provide expert coordination of advice across areas such as tax, estate and insurance planning in addition to leveraging a global wealth management platform. With our unique fee model, we are able to support families in transition with less traditional wealth management needs.
Association Certifications
Financial Planning Association
Investments & Wealth Institute
DC Estate Planning Council
Credentials
CFP®-Certified Financial Planner
RLP®-Registered Life Planner
CeFT®-Certified Financial Transitionist
CIMA®-Certified Investment Management Analyst
Specialization
Multigenerational family wealth planning
Concentrated and illiquid wealth
Financial transition management (business sales, inheritance, significant liquidity events)
Family legacy planning
Honors & Awards
Northern Virginia Magazine Top Financial Professional-2025
Washingtoninan Magazine Top Financial Advisors-2025
Education
Bachelor’s Degree in Finance from Virginia Tech
Additional Information
$3M minimum investment
