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.

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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

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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

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

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

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

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

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

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

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

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

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Investing in Short-Term Treasuries

Investing in Short-Term Treasuries

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

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

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Michael Wagner on CBS12 Sunday Morning News live

Michael Wagner on CBS12 Sunday Morning News live

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What Investors Should Know in 2023

What Investors Should Know in 2023

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The U.S. Economy and the Wheelchair Effect

The U.S. Economy and the Wheelchair Effect

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