Who Is Omnia Family Wealth
Our founders have a long history of working with wealthy families. After serving clients for more than a combined 70 years, the founders of Omnia Family Wealth, Steven Wagner, Michael Wagner and Ivan Hernandez, set out to form a firm built around putting families first.
Guidance Built For Your Family
Independent with a family focus, Omnia does our best to mitigate conflicts of interest or ulterior motives. We provide families with wealth guidance built around their lives, guiding them through their wealth challenges, helping them to make informed decisions. As a result, our families often feel self-assured and prepared to invest wisely, plan with forethought and manage challenges with knowledge and information, allowing them to get back to the business of being a family.
Because we are independent advisors, our recommendations are objective, transparent and free from outside influence. As fiduciaries, we hold our clients’ interests first and foremost above everything else we do.
Our clients say we’re different. Here is how our families may describe us.
Multi-Generational
Three generations are represented in the firm management, giving our families continuity of service through their generations.
Fiduciary
We are bound by the fiduciary standard, with no products to sell.
Smart
Our investment solutions are rooted in empirical research and best practices.
Tenacious
We specialize in the complex. The bigger the challenge, the better.
Collaborative
We don’t compete with your other family advisors. We work with them.
Familiar
We become an extension of your family. The relationships we form go deep, something you feel the first time we meet.
