Plainsbo Ro, NJ Office

OMNI 360 Wealth, Inc. provides financial planning and investment management to individuals, families, trusts and estates, charitable organizations, businesses and employee benefit plans, offering both discretionary and non‑discretionary advisory services. The firm reports roughly $425.7 million in assets under management and serves several hundred client relationships through a multi‑advisor team.

The firm works with clients to establish tailored investment guidelines and implements portfolios using fundamental, technical and cyclical analysis, with ongoing management and periodic rebalancing. OMNI also offers portfolio analysis, treasury management and concierge services, uses third‑party sub‑advisors and model portfolios for some accounts, and provides financial planning on fixed‑fee, hourly or subscription bases; it also conducts occasional educational workshops for clients and mailing‑list subscribers.

OMNI is organized with affiliated tax, accounting, insurance and legal entities (including OMNI360 Tax, Consulting & Accounting; OMNI360CPAs; OMNI360RiskManagement; and an affiliated law practice), which enables coordinated tax, legal and insurance planning alongside investment advice but also gives rise to potential conflicts of interest that the firm discloses and manages. The firm’s combination of affiliated professional services, subscription fee options, business treasury services and use of sub‑advisors distinguishes its service mix from many peers in its category.