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

Listen

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

The Successful Entrepreneur Turned Turkey

The Successful Entrepreneur Turned Turkey

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Consider the Source: Allocating During a Recession

Consider the Source: Allocating During a Recession

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Consider The Source: Treasuries

Consider The Source: Treasuries

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Consider the Source: Why Long-Term Investors Should Not Fear a Recession

Consider the Source: Why Long-Term Investors Should Not Fear a Recession

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Q2 2022 Ended. It’s Again Time for Us to NOT Share Our Quarterly Outlook

Q2 2022 Ended. It’s Again Time for Us to NOT Share Our Quarterly Outlook

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Omnia Family Wealth Recognized In Financial Advisor Magazine’s 2022 RIA Ranking

Omnia Family Wealth Recognized In Financial Advisor Magazine’s 2022 RIA Ranking

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Michael Wagner Comments on Short-term Treasury Market in Bloomberg

Michael Wagner Comments on Short-term Treasury Market in Bloomberg

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Michael Wagner On the Importance of Flexibility in Attracting Young Advisors in Barron’s

Michael Wagner On the Importance of Flexibility in Attracting Young Advisors in Barron’s

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Michael Wagner Shares Financial Moves for Retiring Smoothly in a Bear Market with Money

Michael Wagner Shares Financial Moves for Retiring Smoothly in a Bear Market with Money

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