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Sunday, August 23, 2026The Morning Brief →Sign in
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Omega Wealth Management

ARLINGTON, VA
CRD: 132580
In PWD coverage since August 18, 2026 · 1 story
$310MRegulatory AUMSEC Form ADV · Aug 21
7EmployeesForm ADV
PWD coverage
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The out-spouse is a planning client, not a bystander

The great wealth transfer will be won in the couple meeting, where the out-spouse often sits quietly.
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