Omnia Family Wealth, LLC

Ivan Hernandez is a CFP® professional with 30 years of industry experience. He has been with Omnia Family Wealth, LLC since 2015 and previously worked at Purshe Kaplan Sterling Investments, Inc. from 2015 to 2023. He holds Series 63 and Series 65 licenses. Omnia Family Wealth advises individuals, high-net-worth families, trusts, estates, charitable organizations, businesses, and pooled investment vehicles, offering wealth management, portfolio management, and financial planning. The firm’s investment approach is goal-driven, focusing on fundamental analysis, strategic asset allocation, risk budgeting, and long-term positioning while integrating tax, estate, and insurance considerations.

Steven Wagner is a financial advisor at Omnia Family Wealth, LLC with 49 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Omnia Family Wealth since 2015, concurrently serving at Purshe Kaplan Sterling Investments from 2015 to 2025. He volunteers on the investment committee for the Greater Miami Jewish Federation and serves on an advisory board related to real estate investments. Omnia Family Wealth advises individuals, families, trusts, estates, charitable organizations, businesses, and pooled investment vehicles, providing wealth management, portfolio management, and financial planning. The firm’s investment approach is goal-driven and based on fundamental analysis, strategic asset allocation, risk budgeting, and long-term positioning, integrating tax, estate, and insurance considerations.

Alon Ozer is a financial advisor at Omnia Family Wealth, LLC with eight years of industry experience. He holds a Series 65 designation and has previously worked at Five Oaks Advisory, LLC and the Greater Miami Jewish Federation. Outside of his advisory role, Ozer serves on the investment committee of J-Impact Fund I and advises Square One Labs in Tel Aviv on portfolio due diligence and structure setup. Omnia Family Wealth advises individuals, families, trusts, charitable organizations, and pooled investment vehicles, offering wealth management, portfolio management, and financial planning services. The firm employs a goal-driven investment approach focused on fundamental analysis, strategic asset allocation, and risk budgeting, integrating tax, estate, and insurance considerations into portfolio construction.

Lawrence Muscant is a financial advisor at Omnia Family Wealth, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at The Nagen Project and served as a Senior Advisor at The Foundation for Defense of Democracies for ten years. Outside of his advisory role, he is involved in strategic planning for the Foundation and serves on the advisory board of Square One Labs, focusing on due diligence and portfolio structuring. Omnia Family Wealth advises high-net-worth individuals, families, and institutions, offering wealth management, portfolio management, and financial planning services. The firm employs a goal-driven investment approach centered on fundamental analysis, strategic asset allocation, and integrates tax, estate, and insurance considerations into portfolio construction.

Michael Wagner is a CFP® with 19 years of industry experience, currently serving at Omnia Family Wealth, LLC since 2015. He previously worked at Purshe Kaplan Sterling Investments from 2015 to 2023. Wagner is involved with the Greater Miami Jewish Federation as Young Leadership Chair. Omnia Family Wealth advises individuals, families, trusts, and charitable organizations, offering wealth management, portfolio management, and financial planning services. The firm employs a goal-driven investment approach focused on fundamental analysis, strategic asset allocation, and risk budgeting, integrating tax, estate, and insurance considerations.