"Someone's sitting in the shade today because someone planted a tree a long time ago." -Warren Buffett
At Omni Wealth Management we help people live life on their own terms.
We help our clients achieve their most important life and legacy goals. Although these goals are different for everyone, with more than 20 years of helping families with their planning, we've found it is important for most families to:
- Educate their children and grandchildren
- Retire with a lifestyle they will enjoy, without worrying about money
- Pass on their financial legacy to their family and/or charity, organization, or educational institution they care most about
We have also found that the more financially successful a person or family becomes, the less time they have to devote to their financial planning. And many people have worked with advisors that helped with part of their financial picture, but they have lacked a true partner at the center of their financial life. A partner that understands their family's values and aligns all aspects of their financial world with those values.
Our goal is to be that partner.
The Northwestern Mutual Difference
We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.
- Best Life Insurance Company ranked by NerdWallet, April 2019 1
- Highest financial strength ratings of any life insurer from all four major rating agencies2
- Top 10 U.S. Independent Investment Broker-Dealers3
2 A.M. Best Company, A++ (highest), May 2019; Fitch Ratings, AAA (highest), May 2019; Moody's Investors Service, Aaa (highest), September 2018; S&P Global Ratings, AA+ (second highest), June 2019. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.
3 Measured by 2018 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, May 2019.
