Steven Wagner's Colleagues at Omnia Family Wealth
Ivan CFP(r),CIMA(r),CAP(r)
Co Founder, Managing Director Wealth Structure and Planning
Steven Wagner's Contact Details
844-798-9080
Miami, Florida, United States
Omnia Family Wealth
Steven Wagner's Company Details
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.