What are the opening hours?

Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm

Omega Wealth Management

Home
United States
Arlington, VA
Omega Wealth Management

Independent, fee-only fiduciary life/wealth advisor committed to what’s most
important to you. Everyone wants their vision to be their reality.

By identifying your fundamental values and
interests, we guide you through an ongoing process that
means living with fewer regrets. 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 approac

h 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.

07/22/2026

Building wealth takes vision, discipline, and time. Preparing the next generation to carry it forward can be even more complex.

Heirs don’t just inherit assets. They may inherit decisions, responsibilities, family dynamics, tax considerations, and expectations they haven’t been fully prepared to manage.

That’s why next generation planning is about more than transferring wealth. It’s about creating space for education, communication, and thoughtful stewardship, so the people you love are better equipped for what comes next.

Don’t wait until the transfer is already in motion. Reach out to our team to begin preparing the next generation today: https://omegawealthmanagement.com/contact-us/

07/17/2026

A $20M balance sheet can look strong on paper, but that doesn’t always mean a family has financial flexibility.

When wealth is concentrated in a single stock, a privately held business, or real estate, accessing it can be more complicated than the number suggests. Taxes, timing, market conditions, and family priorities all matter.

That’s why concentration deserves thoughtful planning. The goal isn’t just to understand what you own, but how it can support the life you’re building.

A more intentional plan can help turn concentrated wealth into usable wealth. Reach out to our team to start the conversation: https://omegawealthmanagement.com/contact-us/

07/10/2026

Wealthy families often have plenty of advice. What’s harder to find is true coordination.

When your attorney, CPA, investment advisor, estate planner, and insurance team aren’t aligned, important details can fall through the cracks. Strategies may overlap, opportunities can be missed, and families are left trying to connect the dots on their own.

A coordinated wealth team helps bring the right people to the same table, so every decision is made with the full picture in mind.

Ready for a more connected approach to your financial life? Reach out to our team: https://omegawealthmanagement.com/contact-us/

07/08/2026

A liquidity event can feel like the finish line, especially after years of building, negotiating, and preparing for the close. But the real shift often begins after the deal is done.

For business owners, one of the biggest mistakes is spending years preparing for the transaction and very little time preparing for the transition. Life after liquidity deserves just as much intention as the deal itself.

Read more: https://omegawealthmanagement.com/life-after-liquidity-starts-before-the-close/

07/04/2026

This Fourth of July, we’re celebrating more than fireworks and time with family. We’re celebrating America’s 250th anniversary and reflecting on the generations who’ve built, protected, and dreamed for this country.

Milestones like this remind us that legacy isn’t created in a single moment. It’s shaped over time, through intention, care, and the choices we make for the people and communities we love.

Wishing you a safe, joyful Independence Day.

06/03/2026

If you knew you only had 5 to 10 years of healthy, active life remaining, what is the very first thing you would stop doing today?

We often manage our wealth like we have an infinite amount of time. But time and "memory wealth" are the only assets we can't replenish.

Does your current financial strategy reflect your actual life priorities, or is it just running on a standard "industry" template?

We’d love to hear what would "fall away" for you in the comments.

06/01/2026

To build a life that feels full when you look back on it, we recommend these three questions. These aren't about ROI; they’re about alignment:

➡️If you had all the money you needed, how would you live?

➡️If you had only 5–10 years left, what would change?

➡️If you had only 24 hours left, what regrets would surface?

Money is a tool. Use it to reduce the regrets of #3 and maximize the vision of #1.

05/29/2026

"Can you believe it's already almost June?"

We’ve all said it. We’ve all felt that pang of "Where did the year go?" That feeling isn't just a quirk of aging; it’s a symptom of a life lived on autopilot.

One of our clients recently realized that while their net worth was climbing, their "Memory Wealth" was stagnant. They were winning the financial game but losing the "Time" game. By revisiting three simple questions, they shifted their focus from accumulating more to experiencing more.

Financial planning isn't just about retirement dates—it's about ensuring your life is "splashed with interest" today.

05/28/2026

When your wealth has gotten too complex to manage on your own, traditional advisory models often fall short.

By unlocking the tools of the ultra-wealthy through a Virtual Family Office, we absorb the complexity so you can focus your time and energy on what matters most to you. A true wealth plan adapts seamlessly as your life evolves.

Ready for a more intentional approach to your balance sheet? We are here. 🤝

05/27/2026

Counter-intuitive truth: The more "eventless" your life is, the faster it disappears.

We often think time moves slowly when we’re bored. In reality, John Steinbeck noted that it’s the "dull eventless times" that have no duration in our minds. When your days are a repetitive loop of chores and screens, your memory has nothing to grab onto.

At Omega, we believe wealth isn’t just about the balance in your portfolio—it’s about your "Memory Wealth."

Are you using your financial resources to buy the flexibility and presence needed to make time feel "long" and meaningful again?

Address

4501 N Fairfax Drive, Suite 602
Arlington, VA
22203

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

http://www.omegawealthmanagement.com/

Alerts

Be the first to know and let us send you an email when Omega Wealth Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.