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.

We Listen
Intently

Everything we do is built around you and your family

We work
transparently

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

We provide
information

So you feel confident to make informed decisions

We solve
challenges

We provide creative, outside-the-box solutions

Learn More About What We Do

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.

Learn How We Build Portfolios

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

Rising Interest Rates & Tightened Lending: Understanding The Effects Of The Fed’s Fight Against Inflation

OMNIA FAMILY WEALTH CEO STEVEN WAGNER NAMED AMONG BARRON’S TOP ADVISORS OF 2023

Michael Wagner in The Street: Opportunities, Risks and Back-Up Banks

Michael Wagner in Barron’s: Things to Consider When Retiring to the Sunshine State

Investing in Short-Term Treasuries

Michael Wagner Discusses “Safer” Investment Strategies with Yahoo! Finance

Michael Wagner on CBS12 Sunday Morning News live

What Investors Should Know in 2023

The U.S. Economy and the Wheelchair Effect

Let's Talk

(844) 798-9080 Toll Free
(305) 602-9080 Main

Located in Miami, Florida
18851 NE 29th Ave, Ste 400
Aventura, FL 33180

Get directions to our office Send us a message

At Omnia Family Wealth, a Multi-Family Office, we help clients meet their financial objectives and fulfill family legacy goals in a manner reflective of their fundamental values and beliefs, and their vision for the future. It is an honor to develop long-lasting, multi-generational relationships with client families so that we may provide highly personalized and comprehensive guidance in all aspects of their financial lives.

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