Broker Check
Your DNA Test The Cost of Procrastination The Cycle of Investing What Can a Million Dollars Buy You?

Welcome to

OMEGA Wealth Management Group

Registered Investment Advisor

Providing Clear Direction For Your Financial Dreams

Is your Financial Life in order?

Are you on track in meeting your financial goals?

If your answer is anything but yes, it is possible that you do not have a sound financial plan.

Comprehensive financial planning, tailored to your specific needs, can make the difference between hoping and knowing that you are on course to meet your financial goals.

Serving families, business owners, executives and other professionals, in the Minneapolis/St.Paul metropolitan area, as founder and President of OMEGA Wealth Management Group, Raymond Berg has been providing financial guidance for his clients since 1982. He understands the unique financial challenges individuals face as they prepare for retirement and their family's financial future.

OMEGA Wealth Management Group's team of financial and  legal professionals is prepared to guide and serve you, whether you are  investing for retirement, college  savings, estate planning, succession planning, or tax advantage investing.

Working with independent financial and legal professionals OMEGA Wealth Management Group, A Registered Investment Advisor, offers decades of experience in wealth management, investment portfolio management, tax planning, and legacy planning, providing a  personalized service focusing on your unique needs, financial goals, and objectives. This collaborative approach to planning, provides the knowledge, resources, and dedication to help make your dreams for today and tomorrow, come true. 

Whether you are planning for retirement in the foreseeable future or recently retired, your employer sponsored retirement plan, such as a 401k or pension or if you are self-employed, 401k solo plan such as an individual 401k plan, requires careful analysis to provide meaningful direction for secure income planning.

If you currently participate in a 401k plan, OMEGA Wealth Management Group will advise you on 401k rollover opportunities and the many choices available.

Secure income for retirement is a top priority for most retirees. OMEGA Wealth Management Group's Retirement Income Planner provides clarity to this often times misunderstood area of planning. 

Their IRA portfolio strategies, based on your own 'Retirement Income Planner' are designed to help reduce portfolio risk and to give you and your spouse peace of mind toward your financial future.

For a complimentary consultation and Retirement income planner please contact Raymond Berg at OMEGA Wealth Management Group at (952) 475-6844.



Helpful Content

Healthy Body, Healthy Pocketbook

Healthy Body, Healthy Pocketbook

Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.

Gap Insurance for Leased Cars

Gap Insurance for Leased Cars

If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.

Tax Deductions You Won't Believe

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.

 

The Best Apps in Travel

Technology tips to make your next trip even better.

How Financial Advisors Are Compensated

Read this overview to learn how financial advisors are compensated.

5 Benefits of Working in Retirement

Here are 5 reason why you may consider working through retirement.

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

Debt Stress

There’s a link between debt and stress.

Red Flags for Tax Auditors

Here are six flags that may make your tax return prime for an IRS audit.

View all articles arrow

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Doubling Your Money

This calculator demonstrates the power of compound interest.

View all calculators arrow

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

View all presentations arrow

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

View all videos arrow