Omnia Family Wealth

05/08/2024

We are honored to share that Michael Wagner, co-founder and COO of Omnia Family Wealth, was awarded the Rising Star Under 40 award at the 2024 Family Wealth Report Awards last night.

This honor speaks volumes about Michael and Omnia Family Wealth's steadfast commitment to delivering excellence in client service.

We are extremely grateful to Family Wealth Report and all the judges for this recognition and to our amazing clients, partners and team for their incredible support!

Learn more here: https://omniawealth.com/michael-wagner-wins-rising-star-under-40-award-at-the-2024-family-wealth-report-awards/

Congratulations to Michael Wagner, co-founder and COO of Omnia Family Wealth, for winning last night's Rising Star Under 40 award at the 2024 Family

10/26/2023

Omnia Family Wealth stands with our brothers and sisters in Israel. We are heartbroken for the families who have lost loved ones. If you are looking for ways to help during this time, please reach out to the Greater Miami Jewish Federation’s Israel Emergency Fund:

https://jewishmiami.org/gift/israel-emergency-fund/

10/25/2023

High-yield bonds: high returns, high risk. Are they right for your investment strategy? Get expert insights from Michael Wagner, co-founder and COO of Omnia Family Wealth, as he shares valuable tips to minimize risk while maximizing gains. Dive into the details in the latest U.S. News & World Report article.

In investing, bonds are often seen as a low-risk, low-reward endeavor. However, it doesn’t have to be that way. Investors hold the power to control risk

09/12/2023

Data shows that millennials hold 6% of U.S. wealth while Boomers hold 53%.

Discover expert insights from Omnia Family Wealth Co-founder, Michael Wagner, on securing this generation’s financial future and building lasting wealth in this new article by GoBankingRates and NASDAQ:

https://omniawealth.com/nasdaw-how-millennials-can-secure-financial-future/

The Silent Generation, baby boomers, Generation X and millennials in the U.S. currently hold roughly $156 trillion in assets. While this may seem like

09/07/2023

For investors thinking about retirement, Omnia Family WealthCo-Founder Michael Wagner recommends sticking to the 4% rule. Learn more about this retirement planning strategy in his latest interview with U.S. News & World Report:

Accumulating $2 million in savings for retirement might seem like a significant achievement, but in today’s inflationary and volatile environment, it

09/01/2023

Wealthy households are experiencing a "richcession" as recession fears wane. What does this mean for your financial strategies? Gain insights from Michael Wagner, co-founder of Omnia Family Wealth, in the latest GoBankingRates feature.

https://omniawealth.com/omnia-family-wealth-in-gobankingrates-how-a-richcession-can-affect-your-wallet/

As the odds that a recession will hit the U.S. begin to subside, some experts are noticing that one segment of the population is already experiencing the

08/30/2023

Some economists feel the resumption of student loan payments coupled with the Federal Reserve’s rate hikes will fuel a consumer-led recession. Omnia Family Wealth's Michael Wagner shares a different view. Click to read why Michael believes now might actually be a good time to resume student loan payments in this Nasdaq feature:

The time for student loan repayments, which were temporarily paused during the pandemic, to resume is almost here, with loan interest restarting on

08/23/2023

Investors are eyeing the Jackson Hole meeting, but will China’s property woes nudge the Fed's hawkish stance? Click to read Michael Wagner’s thoughts in this new interview with the International Business Times:

The annual Jackson Hole economic meetings held by the U.S. Federal Reserve are closely monitored on Wall Street. During these meetings, the head of the

08/16/2023

In this economy, growing and protecting wealth requires thoughtful investment strategies. To learn more about some of the most effective ways to grow wealth, CBS MoneyWatch turned to Michael Wagner, co-founder and chief operating officer at Omnia Family Wealth. Click to read his insights:

If you have financial goals, whether it is ensuring wealth for multiple generations or simply offsetting the impacts of today’s economy, there are ways for you to grow your assets to achieve peace of mind that your needs will be met. To help you get started, CBS MoneyWatch spoke with Omnia Family ...

08/07/2023

Wise Words from Omnia's Michael Wagner: "It's more about time in the market than timing the market." Don't miss his valuable insights on investing wisely. Discover how to minimize risk and boost your investment returns. Read the full story in U.S. News & World Report report here:

Sometimes it feels as if there is nothing worse than missing out on a high-flying investment. However, if you ever are able to catch a big winner early,

08/03/2023

We are pleased to be named to Financial Advisor Magazine's 2023 RIA Ranking! This exclusive list recognizes top-performing firms, showcasing excellence and dedication to clients. For the complete list and to read more about the honor, click here:

We are pleased to announce that Financial Advisor Magazine has named Omnia Family Wealth on its list of America’s Top RIAs of 2023, an annual ranking of

07/31/2023

A new survey by GOBankingRates reveals that Gen Z is an extremely entrepreneurial generation. To learn more about what’s behind the trend and what this could mean for the future of business, publications including Yahoo Finance turned to Omnia Family Wealth Co-Founder Michael Wagner. Click to read more of his thoughts:

https://omniawealth.com/michael-wagner-in-yahoo-finance-and-gobankingrates-why-gen-zers-are-the-most-entrepreneurial/

Amidst rapid technological advancements and a changing economic landscape, Gen Z has emerged as the trailblazing generation for entrepreneurship. In fact,