Omnivest® Financial was founded with a clear vision: to serve clients, their families, businesses, and offices in their journey toward building and preserving generational wealth. The story began when Reid Rasner, our founder, sought ways to manage his own family’s wealth. As he explored the available options, he became increasingly aware of the limitations within existing wealth management practices. He found that many firms offered sophisticated advice but lacked access to a comprehensive ecosystem of investments that could truly meet the evolving needs of high-net-worth clients and NextGen investors.
Reid realized there was a disconnect between traditional wealth management approaches and the modern demands of today’s clients. High-net-worth individuals and families needed more than just standard strategies; they required a personalized, transparent, and proactive approach that could adapt to their unique circumstances and aspirations.
Determined to bridge this gap, Reid set out to create Omnivest® Financial — a client-centric firm designed to deliver a fresh wealth management experience. At Omnivest®, we believe in more than just managing money; we believe in fostering deep, enduring relationships with our clients, understanding their goals, and providing tailored solutions that extend beyond conventional financial advice.
As a business innovator, Reid built Omnivest® Financial from the ground up, focusing on crafting a new kind of wealth management office. One where every decision and every strategy is centered around the client's needs, offering access to exclusive opportunities, private investments, and forward-thinking strategies that empower clients to make informed financial choices.
Today, Omnivest® Financial stands as a testament to that vision. We are committed to helping our clients grow, protect, and preserve their wealth for generations to come. Our mission is to provide an unparalleled level of service and innovation, ensuring that every client feels confident and prepared for the future.
