Who is OPTIMUM Wealth Management?
"We listen carefully to our clients and craft comprehensive, understandable strategies that address their goals and concerns. As independent advisors, we can provide you with unbiased and objective recommendations that may help secure your family's wealth for generations to come."
- Stephen E. Green, Managing Partner, OPTIMUM Wealth Management
What we Believe at OPTIMUM Wealth Management
We believe that every individual deserves to have an advocate to help them make the best possible financial decisions. We believe we need to be prepared and available to be that advocate for our clients.
Please join us in congratulating Jan Heaman for being named Director - Financial Planning at OPTIMUM Wealth Management
Happy February birthdays to: Jeff, Pam, Peter and Rob (we won't mention ages, but Rob is REALLY OLD!)
Comprehensive Financial Planning Services
The family wealth plans crafted by OPTIMUM Wealth Management advisors include reviews and recommendations in each of the following areas:
- Net Worth compilation
- Asset Allocation
- Insurance – Life, Health, Disability and Long-term care
- Estate Planning
- Retirement Planning
- Tax Planning
- Cash flow planning
We strive to communicate in effective and efficient manners. We keep ourselves available to answer all your questions and concerns. Our weekly market updates, provide timely, relevant information delivered in an easy to read and understand format. Our plans are comprehensive, yet comprehendible.
OPTIMUM Wealth Management provides independent, unbiased plans and recommendations. Our organization and fee structure was developed to minimize conflicts of interests with our clients, and we disclose any that might arise.