Comprehensive Wealth Management Tailored To Your Goals

At Omega Investment Management, we understand that your financial journey is unique. As a 401k Retirement Plan Advisor in California, we advocate for your best interests, maintaining objectivity and integrity that withstand the test of time. Our comprehensive 401k Retirement Plans in California, USA, for individuals are crafted to align with your goals, providing personalized financial planning, risk management, and investment services.

Objective Advice for Your Financial Journey

We prioritize your financial well-being by providing objective advice. Any conflicts of interest are disclosed and addressed appropriately. We refrain from promoting proprietary investment products, investment banking relationships, or any activities that could compromise the integrity of our recommendations.

Personalized Financial Planning

Your goals matter, and our personalized retirement planning services reflect that. We evaluate your objectives, risk tolerance, and time horizon to create a plan that suits you and your family’s unique needs.

Building Your Wealth Strategically

We go beyond one-size-fits-all solutions. Our team constructs a customized portfolio for you, selecting appropriate asset allocations and types of assets based on the capabilities of various fund families.

Regular Financial Check-Ins

Life changes, and so do your financial needs. We keep in touch through regular check-ins to stay aware of any significant changes that may impact your financial future, such as marriage or a career move.

Holistic Financial Services: Covering Every Aspect of Your Financial Journey

We offer a comprehensive suite of services to secure your financial well-being:

Emergency Fund Management

We assist you in establishing an emergency fund and explain its importance in providing a financial safety net during unexpected circumstances.

College Funding Planning

Guidance on selecting the right college funding plan for your unique situation, whether it be a 529 plan, Coverdell, or UGMA.

Long-Term Care Insurance Planning

It helps you plan for life insurance that supports your family when you pass away and sometimes provides extra retirement income.

Estate Planning

Empowering you to control how your assets are distributed after your death, minimizing taxes, avoiding probate, and providing for your loved ones.

Investing Strategies

Tailored investment strategies to determine your preferences and guide you towards the most suitable approach, whether it be for income or growth.

Retirement Planning

Comprehensive retirement planning to empower you with informed decisions about your financial future by analyzing your life expectancy and nest egg for a comfortable retirement.

Beneficiary Designation

Highlighting the importance of having a beneficiary to ensure a clear and efficient transfer of wealth to your chosen recipient(s) while bypassing the probate process.


Explaining trusts and their potential benefits, connecting you with experienced attorneys who can guide you through the process.

Family Housekeeping

Covering essential matters such as wills, living wills, health care proxies, beneficiary designations, responsible family members to manage your estate, and secure financial document storage.

Navigating Today’s Markets with Confidence

Even for the most seasoned investor, navigating today’s markets can be daunting. Maintaining a balance between personal and financial goals can prove challenging with a vast array of investment options and heightened market volatility.
Whether your objectives involve creating an emergency fund, purchasing a home, or saving for retirement, our 401k Defined Contribution Plan in Washington approach ensures you have the guidance and support you need for both short- and long-term strategies.

At Omega Investment Management, we are committed to being your trusted partner on your financial journey. Contact us to explore how our Fiduciary Investment Management services can help you achieve your financial goals.

Scroll to Top