Omnia Family Wealth CEO Steven Wagner Named Among Barron’s Top Advisors
Omnia Family Wealth CEO Steven Wagner was recently named on the list of Barron’s Top Financial Advisors in Florida. The list includes the top advisors in each state and includes a cross-section of private-wealth advisors—from independent advisors who own and operate their own practices to advisors from the large Wall Street firms.
The rankings are based on assets under management, revenues generated by advisors for their firms, and the quality of the advisors’ practices.
“It’s an honor to be recognized by Barron’s,” says Wagner. “Omnia’s success comes from our focus on our relationships with our clients and proving them with independent wealth management advice, so it’s rewarding to have that commitment recognized.”
Important Disclosures: Omnia Family Wealth, LLC (“Omnia”), a multi-family office, is a registered investment advisor with the SEC. This commentary is provided for informational purposes only. No portion of any statement included herein is to be construed as a solicitation to the rendering of personalized investment advice through this communication. Consult with an accountant or attorney regarding individual tax or legal advice.