Omni Wealth Management, Northwestern Mutual

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Woburn, MA
Omni Wealth Management, Northwestern Mutual

We help our clients achieve their most important life and legacy goals. Although these goals are dif

04/13/2026

Please join us in wishing a very happy birthday to Ashley Wagner!

Ashley, your hard work and positive energy are greatly appreciated and deeply valued by our team and clients. We are fortunate to have you and wish you a wonderful year ahead! Cheers!

04/03/2026

Please join us in wishing a happy anniversary to Vincenzo Terranova!

Vice, we are grateful for your hard work, steady expertise, and thoughtful contributions to all of us at Omni Wealth Management. You are a true team player and we cannot wait to see what the next year together has in store! Cheers to you.

03/27/2026

Happy work anniversary, Jordin DiAntonio-Smith! From day one you’ve brought integrity and warmth to every effort. Your genuine care and positive energy show in the trust our clients place in Omni Wealth Management.

Thank you for another year of dedication and for making our work more meaningful. We are excited to celebrate this milestone and to see all you’ll accomplish next!

03/02/2026

At Omni Wealth Management, we help clients live life on their own terms by aligning every aspect of their financial world with their values.
With over a decade of experience, our team guides families through:
·Educating future generations
·Planning worry-free retirements
·Creating lasting legacies for loved ones and causes

As life and your finances grow and become more complex, Omni becomes your trusted partner, integrating all elements of your wealth with clarity and care.

Ready for a partner who truly understands your goals? Let’s connect.

To learn more and to get in touch, please visit us at https://lnkd.in/eQcdXxti

02/28/2026

We are thrilled to celebrate the special birthday of our very own leap year baby, Claire Lowe!

Claire, your vibrant spirit and dedication light up our team every day. While leap year birthdays are rare and unique, your contributions and positive energy make every day feel extraordinary.

Wishing you a fantastic day and a year ahead. Happy Birthday, Claire!

02/16/2026

Today, we honor the legacies of our nation’s leaders and reflect on the values that have shaped our country. President's Day is a celebration of the vision, dedication, and leadership that have guided America through challenges and triumphs.

Let’s take this day to appreciate the principles of democracy, freedom, and unity that bind us together. Wishing everyone a meaningful and inspiring President's Day!

02/14/2026

Happy Valentine’s Day from all of us at Omni Wealth Management!

02/12/2026

Today, we proudly celebrate the anniversary of Nick Shultz, CFP®, ChFC®, RICP®, AEP®, CAP®CLTC, founding partner and private wealth advisor at Omni Wealth Management!

Nick, your vision, leadership, and unwavering dedication have been instrumental in shaping the success of our firm. Your commitment to excellence and the well-being of our clients continues to inspire us all.

Thank you for your invaluable contributions and for being a guiding force within our team. We look forward to many more years of shared success and achievements!

02/11/2026

Earlier this month, several Omni Wealth Management team members – Vice, Jordin, Amber, and Nick – traveled to the Dominican Republic to participate in a service trip with Cling, a nonprofit organization founded in memory of Nick’s mom, Heidi Shultz.

What began as a service trip quickly transformed into a powerful reminder of the profound impact that compassion and dedication can have on a community. During their visit, the team contributed to the development of a future medical/birthing center and spent time with students at a fully operational trade school.

Their efforts embody the core values of our organization, rooted in service and community support. We are incredibly proud of the Omni team’s commitment to making a meaningful difference where it matters most.

To learn more about Cling, please visit clinginternational.org

02/06/2026

We are thrilled to share Omni Wealth Management has been invited and accepted into the Private Client Group (PCG)! PCG represents a community of advisors and firms within Northwestern Mutual that have the experience, expertise and tools to tailor advisory strategies designed to deliver better outcomes for high-net-worth clients.

As part of PCG, our team has exclusive access to Northwestern Mutual products, solutions, and planning experts. Be sure to ask us how this positively impacts you in our next conversation!

In the meantime, check us out online via our new and improved website at omniwealthmanagement.nm.com

Drop us a line to say hello – we’d love to hear from you!

02/04/2026

Yesterday, some of our team members had the pleasure of attending our Network Office’s Agency Huddle to celebrate Omni‘s success in the 2025 year. We are grateful for the partnership with our team, clients, and Boston agency and excited to see what 2026 has in store!

Address

300 Unicorn Park Drive
Woburn, MA
01801

Telephone

+17812241612

Website

http://www.omniwealthmanagement.nm.com/

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