Omnia Family Wealth (“Omnia Family Wealth”) is an SEC-registered investment advisor located in the state of Florida.
Omnia Family Wealth and its representatives are in compliance with the current filing requirements imposed upon SEC-registered investment advisors by those states in which Omnia Family Wealth maintains clients. Omnia Family Wealth may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. The Omnia Family Wealth website is limited to the dissemination of general information pertaining to its Advisors’ services, together with access to additional investment-related information, publications and links. Accordingly, the publication of the Omnia Family Wealth website on the Internet should not be construed by any consumer and/or prospective client as Omnia Family Wealth’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Omnia Family Wealth with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Omnia Family Wealth, please contact the SEC or the state securities regulators for those states in which Omnia Family Wealth maintains a notice filing. A copy of Omnia Family Wealth’s current written disclosure statement discussing Omnia Family Wealth’s business operations, services and fees is available from Omnia Family Wealth upon written request. Omnia Family Wealth does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness or relevance of any information prepared by any unaffiliated third party, whether linked to the Omnia Family Wealth website or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes and all users thereof should be guided accordingly.
Fidelity Investments (“Fidelity”) and Pershing LLC (“Pershing”) are registered broker-dealers, and are not affiliated with Omnia Family Wealth or any advisor(s) whose name(s) appear(s) here. Omnia Family Wealth is independently owned and operated. Regardless of any referral or recommendation, Fidelity and Pershing do not endorse or recommend the investment strategy of any advisor. Fidelity and Pershing have agreements with Omnia Family Wealth under which they provide Omnia Family Wealth with services related to your account. Fidelity and Pershing do not review the Omnia Family Wealth materials and make no representation regarding information contained in the Omnia Family Wealth marketing materials, which should not be considered either a recommendation by these companies or a solicitation of any offer to purchase or sell any securities.
Clearing, custody, or other brokerage services may be provided by National Financial Services LLC or Fidelity Brokerage Services LLC.
Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Omnia Family Wealth), will be profitable or equal any historical performance level(s).
Certain portions of the Omnia Family Wealth website (i.e., newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Omnia Family Wealth’s (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Omnia Family Wealth or from any other investment professional. Omnia Family Wealth is neither an attorney nor an accountant, and no portion of the website content should be interpreted as legal, accounting or tax advice.
Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Omnia Family Wealth is engaged, or continues to be engaged, to provide investment advisor services, nor should it be construed as a current or past endorsement of Omnia Family Wealth by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized advisor.
To the extent that any client or prospective client utilizes any economic calculator or similar interactive device contained within or linked to the Omnia Family Wealth website, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Omnia Family Wealth, or from any other investment professional.
Each client and prospective client agrees, as a condition precedent to his/her/its access to the Omnia Family Wealth website, to release and hold harmless Omnia Family Wealth, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from Omnia Family Wealth.
The Advisor may utilize third-party websites that include social media websites, blogs and other interactive content. The Advisor considers all interactions with clients, prospective clients and the general public on these sites to be advertisements under the securities regulations. As such, the Advisor may retain a copy of information that Advisor or third-parties may contribute to such sites. This information is subject to review and inspection by the CCO of the Advisor or the SEC.
Information provides on these sites is for informational and/or educational purposes only and is not, in any way, to be considered investment advice nor a recommendation of any investment product. Advice may only be provided by the Advisor’s advisory persons after entering into an advisory agreement and provided the Advisor with all requested information about your background.
This website is provided for informational purposes only. Investing involves risk and investors should be prepared to bear potential losses. Past performance may not be indicative of future results. No portion of any statement included herein is to be construed as a solicitation to buy or sell a security or the rendering of personalized investment advice over the Internet. Omnia Family Wealth is an SEC-registered investment advisor that maintains a principal place of business in the State of Florida. The firm may transact business only in those states in which it is notice filed or qualifies for a corresponding exemption from such requirements. For information about Omnia Family Wealth registration status and business operations, please consult the Firm’s Form ADV disclosure documents, available upon request.