Wealth Management from our family to yours

Based in Miami, Florida, Omnia is an investment advisor with decades of experience. Your goals become our goals.

relationships are everything to us.

Omnia Family Wealth is a wealth management firm in Miami, Florida created to serve families better. Our strength comes from the deep, emotional connections we form with families like yours as we work to guide you through the complexities of wealth, helping you to solve for the challenges that weigh heavily on your shoulders.

Listen

We Listen
Intently

Everything we do is built around you and your family

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We work
transparently

You always understand how you are invested and how much you are paying

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We provide
information

So you feel confident to make informed decisions

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We solve
challenges

We provide creative, outside-the-box solutions

Investment Methodology

Our asset allocation methodology embraces uncertainty and provides a disciplined, systematic and repeatable approach to investments. We view the future as a set of potential outcomes and while we know we will never be able to predict the future, our decades of investment experience and a strong process help us achieve long-term success.

omnia observations

Financial markets move fast, often leaving investors wondering what implications the latest news has on their portfolios. In our Omnia Observations series, we will share our investment insights and address the latest developments with an emphasis on what it means for the families with whom we work.

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About Omnia

As a multi-family office, Omnia Family Wealth provides innovative, long-term solutions that help clients achieve their wealth management and financial legacy goals.

Our relationships with strategic business partners ensure access to the most advanced thought leadership and the most sophisticated products and services available in the world’s capital markets.

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NEWS & LATEST INSIGHTS

Michael Wagner in U.S. News & World Report: Biotech ETFs

Michael Wagner in U.S. News & World Report: Biotech ETFs

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Omnia Family Wealth Recognized as a Finalist for the 2024 Family Wealth Report Awards

Omnia Family Wealth Recognized as a Finalist for the 2024 Family Wealth Report Awards

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Michael Wagner Weighs in on Mutual Funds in U.S. News & World Report

Michael Wagner Weighs in on Mutual Funds in U.S. News & World Report

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Michael Wagner in U.S. News & World Report: Navigating Risk and Return in High-Yield Bonds

Michael Wagner in U.S. News & World Report: Navigating Risk and Return in High-Yield Bonds

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Omnia Family Wealth in Nasdaq: How Millennials Can Secure Their Financial Future

Omnia Family Wealth in Nasdaq: How Millennials Can Secure Their Financial Future

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Omnia Family Wealth in U.S. News & World Report: How to Retire at 65 with $2 Million

Omnia Family Wealth in U.S. News & World Report: How to Retire at 65 with $2 Million

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Omnia Family Wealth in GoBankingRates: How a “Richcession” Can Affect Your Wallet

Omnia Family Wealth in GoBankingRates: How a “Richcession” Can Affect Your Wallet

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Omnia Family Wealth in Nasdaq: Will Student Loan Payments Spark a Recession?

Omnia Family Wealth in Nasdaq: Will Student Loan Payments Spark a Recession?

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Omnia Family Wealth in the International Business Times: Will China’s Woes Cause the Fed to Pause Rate Hikes?

Omnia Family Wealth in the International Business Times: Will China’s Woes Cause the Fed to Pause Rate Hikes?

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