Evitta Louis

Fort Lauderdale Area - Client Service Associate at Omnia Family Wealth - Aventura, FL, US

Evitta Louis's Colleagues at Omnia Family Wealth
Callie Ponce

Advisory and Service Associate

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Alon Ozer

Chief Investment Officer

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Steven Wagner

Co Founder, Chief Executive Officer

Contact Steven Wagner

Michael Wagner

Co-Founder, Chief Operating Officer

Contact Michael Wagner

Ivan Hernandez

Co Founder, Managing Director Wealth Structure and Planning

Contact Ivan Hernandez

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Evitta Louis's Contact Details
HQ
844-798-9080
Location
Company
Omnia Family Wealth
Evitta Louis's Company Details
Omnia Family Wealth logo, Omnia Family Wealth contact details

Omnia Family Wealth

Aventura, FL, US • 10 - 19 Employees
Financial Services

Omnia Family Wealth is a multi-family office based in Aventura, Florida. Our firm is comprised of financial industry veterans who decided they wanted to be able to freely place their clients' interests first. The firm was formed from a desire to provide independent, multi-generational advice, without conflicts of interest or sales mandates.We work with families to provide wealth guidance for challenges they face now, and the challenges their children may face in the coming years. The most important thing we do is ask questions, and then listen intently. The answers to these questions define the mandate for each family: *What does your money mean to you? *What do you want your wealth to accomplish? *What are the immediate challenges that worry you? *What are your dreams? *What do you want your legacy to be? *Who do you want to inherit your wealth? Is it your children? Is it your philanthropy? Is it your family foundation? Do you have extended family?With more than 70 years of collective wealth management experience, we know what works best for families, and what doesn't. With three generations represented among the founders, we've attracted large families who are seeking multi-generational advice.

Wealth Management Investment Advice Financial Planning Multi Family Office
Details about Omnia Family Wealth
Frequently Asked Questions about Evitta Louis
Evitta Louis currently works for Omnia Family Wealth.
Evitta Louis's role at Omnia Family Wealth is Fort Lauderdale Area - Client Service Associate.
Evitta Louis's email address is ***@omniawealth.com. To view Evitta Louis's full email address, please signup to ConnectPlex.
Evitta Louis works in the Financial Services industry.
Evitta Louis's colleagues at Omnia Family Wealth are Yomtov Bejar, Callie Ponce, Alon Ozer, Steven Wagner, Michael Wagner, Ivan Hernandez, Kehar Omnia and others.
Evitta Louis's phone number is 844-798-9080
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