The Omnivest Edge: Wealth Management Redefined for 2025

As we step into 2025, the financial landscape for affluent families and individuals with complex financial needs continues to evolve. Successfully navigating this environment requires not only advanced strategies but also a deeply personal approach to wealth management. At Omnivest Financial, our boutique model delivers tailored solutions designed with the goal of helping you preserve your wealth, manage your legacy, and realize your vision for the future.

Adapting to a Shifting Tax Landscape

Tax law changes in 2025 present both challenges and opportunities, making proactive planning essential:

• Estate and Gift Tax Updates: Adjusted thresholds call for revisiting estate plans to keep them optimized for compliance and efficiency.
• Trust Innovations: Strategic use of grantor and irrevocable trusts provides tax-advantaged pathways for transferring wealth.
• Charitable Giving Benefits: Enhanced opportunities for structured philanthropy allow you to align your giving with your values while minimizing taxable income.

Omnivest's independent approach allows us to tailor our strategies to your specific circumstances, helping you make the most of these changes without compromising your broader goals.

Market Navigation and Economic Insights

Drawing on years of experience analyzing market trends and economic policies, we help clients navigate complex financial situations with confidence. Our proficiency, regularly featured on leading financial news networks, translates into practical strategies for preserving and growing your wealth:

• Strategic asset allocation adjusted for changing market conditions
• Risk management tailored to your specific tolerance and goals
• Integration of economic trends into your personalized investment strategy

Elevating Your Portfolio Strategy

Effective portfolio management is about more than performance—it's about creating a resilient plan that aligns with your unique financial journey.

• Diversified Investments: We develop portfolios that balance traditional and alternative assets to hedge against market volatility.
• Strategic Tax Planning: By employing techniques such as tax-loss harvesting, we seek to maximize your portfolio's after-tax returns.
• Custom Solutions: Omnivest crafts bespoke investment strategies that adapt to both market conditions and your evolving objectives.

With hands-on involvement in every client plan, you can trust that your portfolio is managed with the utmost care and precision.

Crafting a Legacy That Reflects Your Vision

At Omnivest, we believe that legacy planning is about more than transferring assets—it's about creating a purposeful and enduring impact.

• Engaging Family Members: Involving heirs early fosters collaboration and financial literacy, facilitating smoother transitions.
• Optimizing Wealth Transfers: Tools like family trusts and charitable foundations can align your financial plan with your values.
• Philanthropy As a Legacy: Structured giving programs provide an opportunity to share your passions and inspire future generations.

Our approach focuses on balancing technical strategies with the emotional elements of legacy planning, so your wealth reflects not just what you've built, but who you are.

Real-World Example: A Customized Approach to Wealth Transfer

One Omnivest client, a business owner nearing retirement, sought to ensure his substantial portfolio would support his family while maintaining his philanthropic commitments. We worked closely with him to establish a charitable trust and host a family meeting to align everyone on the vision for the future. The result? A tax-efficient plan that empowers the next generation while fulfilling the client's desire to give back to his community.

The Omnivest Difference

What sets Omnivest apart is our boutique, relationship-driven approach.  We take the time to truly understand your goals, values, and concerns.

• Independent Advice: Free from the constraints of corporate interests, our strategies are designed with your best interests in mind.
• High-Touch Service: With personalized oversight of your financial plan, you receive unmatched attention and care.
• Holistic Solutions: From tax planning to lifestyle strategies, we integrate every aspect of your financial life for a seamless approach.

The Power of Boutique Wealth Management

At Omnivest Financial, we understand that sophisticated wealth management requires more than just market analysis; it demands a personalized approach backed by deep knowledge, experience, and independent thinking. Our boutique model allows us to remain nimble, adapting to changing market conditions while maintaining an unwavering focus on your specific needs.

Let's make 2025 the year your wealth management strategy reaches new heights. Whether you're seeking fresh perspectives on market opportunities, exploring advanced tax strategies, or looking for a more personalized approach to your portfolio, we're here to provide the sophisticated, tailored solutions you deserve.

Let's Start the Conversation

The future of your legacy begins with a conversation. Schedule a consultation to explore strategies that safeguard your wealth and values for generations to come.

To schedule a meeting, call (307) 337-1223, email reid.rasner@lpl.com, or get started online.

About Reid

Reid Rasner is the CEO and Founder of Omnivest Financial, a premier wealth management firm dedicated to guiding high-net-worth clients through complex financial decisions. With a focus on legacy planning, Reid brings his extensive experience and insight into serving affluent individuals, families, and businesses, offering them clarity and confidence on their financial journeys. Inspired by managing his own family’s wealth, Reid saw the need for a proactive, transparent approach to wealth management, which led him to create Omnivest Financial. 

Reid obtained a bachelor’s degree in English with a minor in history from the University of Wyoming and is also a 2024 Republican U.S. Senate candidate from Wyoming, where he champions economic growth and stability. Outside of work, he actively supports his community through the Shrine, guided by the motto “helping kids and having fun.” He also enjoys weekend road trips and time with family, staying grounded and energized for his work with clients and his advocacy for conservative values. To learn more about Reid, connect with him on LinkedIn.

Securities and advisory services offered through LPL Financial, a registered investment advisor.  Member FINRA/SIPC.