Omega Investment Management - Omega Investment Management

EMPOWER YOUR
FINANCIAL FUTURE

Experience the Omega Advantage

Our Services: Tailored Solutions for Individuals and Organization

Individual wealth management

Strategic wealth planning tailored to your goals.

Retirement Plans for Organizations

Your organization is not just a number to us.

Insurance Solutions

Comprehensive suite of insurance solutions to safeguard your present and future.

WRNS Studio

“We have enjoyed working with Kathy Steinbrecher / Omega Investment Management for more than a decade. We find them to be extremely helpful and responsive. They ensure we meet all of the fiduciary requirements associated with 401K plans while helping us select top quality funds that consistently out perform their peer groups. We are very happy with Omega Investment Management and recommend them very highly.”

Corporate Client

Hood & Strong LLP

“We have been thoroughly impressed with the services provided by Omega Investment Management. Their team possesses exceptional expertise in 401(k) planning, and their accessibility to answer our questions has been unparalleled. With their guidance, we have been able to streamline the management of our 401(k) plan, freeing up time to focus on growing our business. We highly recommend Omega Investment Management to any business owner seeking a knowledgeable team to consult on their 401(k) plan, allowing them to focus on their company’s continued success.”

Corporate Client

Emeryville Occupational Medical Center, Inc.

“Omega Investment Management services are unparalleled, and they are always available to answer any questions we have. Their expertise in understanding our 401(k) plan has allowed us to focus on growing our business rather than the intricacies of 401k rules and regulatory changes. We highly recommend Omega Investment Management to business owners who want an experienced team to consult on their 401k plan so they can focus on their company.”

Corporate Client

Dale Hardware

“Omega made our 401(k)-transition seamless from start to finish. Their team coordinated every aspect of the process, including recordkeeping, compliance support, and employee communication, which removed a significant burden from our internal staff. What sets Omega apart is their depth of expertise and responsiveness. They are always available to answer questions, provide guidance, and support both our leadership team and employees directly. Their proactive approach and specialized knowledge gave us confidence throughout the transition and continue to add value as our plan evolves. We truly view them as a trusted partner to our business.”

Corporate Client

FORELL | ELSESSER

“We highly recommend Omega Investment Management to any organization looking to strengthen and optimize their 401(k) plan. Their knowledgeable and professional team has been instrumental in helping us align our retirement plan with our broader business goals, including attracting and retaining employees. Omega’s guidance, responsiveness, and expertise have made a meaningful impact on both our organization and our employees, and we truly value them as a trusted advisor.”

Corporate Client

Forefront Power

“We quickly realized that selecting the right retirement plan advisor involves far more than simply choosing investments or chasing returns. Omega Investment Management brings specialized expertise in employer retirement plans and provides the fiduciary oversight, investment monitoring, and strategic guidance that give us confidence in our plan. Their professionalism, responsiveness, and depth of knowledge have made them an extremely valuable partner to our firm, and we highly recommend their services.”

Corporate Client

These testimonials are based upon individual client experiences and may not be representative of the experience of other clients. These are not to be considered a guarantee or indication of future performance of success. No cash or non-cash compensation was provided in exchange for these statements.

RESOURCES

Tariffs Are Not Going Away

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February 3, 2026

Reports that the latest round of tariffs are “dead” are premature. The Supreme Court recently ruled against several of the newer tariffs imposed under emergency trade authority. In a narrow decision, the Court concluded that the 1977 law granting the president certain emergency trade powers did not clearly authorize the …

No Rate Cut

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January 29, 2026

As expected, the Federal Reserve kept interest rates unchanged at this week’s meeting. Going into Wednesday, futures markets were pricing a…

Five Global Shifts That Could Fuel International Equity Momentum

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January 27, 2026

Five Global Shifts That Could Fuel International Equity Momentum For over a decade, U.S. equities have led the pack, driven by innovation in tech and strong corporate earnings. However, 2025 is beginning to paint a different picture. With new catalysts emerging abroad, the investment landscape is starting to shift — …