Omni Wealth Management, Northwestern Mutual

Omni Wealth Management, Northwestern Mutual We help our clients achieve their most important life and legacy goals. Although these goals are dif

Today is also special in the work anniversary world!Congratulations to Ashley Wagner and Matthew Burckhardt, CFP®, CLU®,...
08/20/2026

Today is also special in the work anniversary world!

Congratulations to Ashley Wagner and Matthew Burckhardt, CFP®, CLU®, ChFC®, RICP® on their anniversaries with Omni Wealth Management! Their dedication, professionalism, and client-first focus have been invaluable to our team’s success. We’re grateful to have such talented and committed colleagues working alongside us.

Thank you, Ashley and Matt, for your hard work and continued excellence!

Happy Birthday Palmer! We hope you have an amazing day and year ahead!!! Thank you for all you do for Omni.
08/20/2026

Happy Birthday Palmer! We hope you have an amazing day and year ahead!!! Thank you for all you do for Omni.

Today we’re proud to celebrate the work anniversaries of Hannah Leslie and Jacob Halloran, CFP®, ChFC®, RICP® at Omni We...
08/09/2026

Today we’re proud to celebrate the work anniversaries of Hannah Leslie and Jacob Halloran, CFP®, ChFC®, RICP® at Omni Wealth Management!

Their dedication, teamwork, and commitment to putting clients first have made a lasting impact on our firm. Thank you, Hannah and Jake, for your contributions and for being such valued members of the Omni team.

Please join us in congratulating them!

Happy Birthday, Dan Carr!Wishing our Financial Planning Analyst a day full of joy and relaxation. Thank you for your ana...
08/09/2026

Happy Birthday, Dan Carr!

Wishing our Financial Planning Analyst a day full of joy and relaxation. Thank you for your analytical rigor and dedication to helping clients reach their goals. We appreciate everything you do. Enjoy your day, Dan!

Happy birthday Matt Burckhardt! Wishing you a fantastic day filled with joy and relaxation. Thank you for all you do for...
07/21/2026

Happy birthday Matt Burckhardt! Wishing you a fantastic day filled with joy and relaxation. Thank you for all you do for our clients and the Omni team. We appreciate your dedication and leadership. Enjoy your special day!

Looking for financial guidance from a nationally recognized team? You’re in the right place. Omni Wealth Management is h...
07/13/2026

Looking for financial guidance from a nationally recognized team? You’re in the right place. Omni Wealth Management is honored to share that Sam Laorenza CFP® and Nicholas Shultz, CFP®, ChFC®, RICP®, AEP®, CAP®, CLTC have been recognized as Forbes | SHOOK Top/Best-in-State Financial Security Professionals. Our team is here to answer questions, build a plan that fits your life, and help you navigate whatever comes next!

We share these accolades with our entire team and each of our clients. Thank you all for making our work as meaningful as it is!

Today, we celebrate Sam’s incredible journey and contributions. Sam, your dedication, hard work, and positive spirit are...
07/06/2026

Today, we celebrate Sam’s incredible journey and contributions. Sam, your dedication, hard work, and positive spirit are massive assets to our team. You inspire everyone around you with your commitment to excellence and unwavering support. Thank you for the impact you make every day. Cheers to another year of success, growth, and memorable moments!

Happy Fourth of July from everyone at Omni Wealth Management!Today we celebrate the spirit of independence: Freedom, opp...
07/04/2026

Happy Fourth of July from everyone at Omni Wealth Management!

Today we celebrate the spirit of independence: Freedom, opportunity, and resilience. We’re honored to partner with our clients as they pursue financial independence and grateful for the dedication of our team in helping make those goals possible.

Wishing you a safe, joyful, and reflective holiday with family and friends.

Please join us in welcoming Scout Conway, Omni Wealth Management’s new Portfolio Manager! Scout will lead portfolio cons...
07/01/2026

Please join us in welcoming Scout Conway, Omni Wealth Management’s new Portfolio Manager! Scout will lead portfolio construction and research, helping clients navigate markets with disciplined strategy and thoughtful risk management. We’re thrilled to have you on board, Scout!

We’re excited to welcome Palmer Bigelow to Omni Wealth Management as our new Investment Operations Associate! Palmer com...
06/29/2026

We’re excited to welcome Palmer Bigelow to Omni Wealth Management as our new Investment Operations Associate! Palmer comes to us with enthusiasm and experience. He will support seamless client experiences across our operations. Join us in welcoming Palmer to the team!

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300 Unicorn Park Drive
Woburn, MA
01801

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+17812241612

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