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We are excited to introduce a new chapter in our relationship that we believe helps you optimize your wealth and strengthen the ways it reflects the values key to your legacy and your family’s future.

In early September, we launched our own independent wealth management and investment advisory firm called Omnia Family Wealth. We are no longer part of Merrill Lynch. This new structure enables us to provide you and your family with a heightened level of service and broader range of options. We are delighted that our independence gives you freedom to access the best of the world’s capital markets, the most sophisticated products and services and the most advanced thought leadership.

As always, our top priority as a Multi-Family Office is achieving your financial goals in a way that reflects and fulfills your values and aspirations. Understanding what’s important to you and your loved ones and developing integrated solutions has always been, and continues to be, hallmarks of our approach to wealth management.

As Omnia Family Wealth, we are ideally positioned, and deeply proud, to deliver the ultimate in exceptional personal attention, objective advice and access to the premier products of the world’s leading financial firms. Please call us at (305) 602-9080 so we may personally introduce Omnia Family Wealth to you.

With warmest regards,
Stephen Wagner Signature
Steve Wagner
Omnia Family Wealth