Optimum Wealth Management


“Go confidently in the direction of your dreams. 

Live the life you have imagined. ” 

— Henry David Thoreau



As your financial success grows, so does the time and expertise required to manage it. The fact is, the more wealth you have, the more complex your life can become. Here are the questions we hear the most:

  • Are my assets invested in a productive place that is appropriate for my risk tolerance?
  • Am I on track to enjoy my retirement years?
  • Will my assets pass to my beneficiaries in a tax efficient manner?

As your financial advocate, we are here to help you answer these questions confidently. We begin by organizing your financial life, bringing it together into one clear, simplified picture. We then design a comprehensive financial strategy that incorporates your investments with your retirement planning and legacy planning.



Our planning process is not a once in a lifetime event. It is ongoing and evolutionary, taking into account changes throughout your life and the financial decisions you will need to consider. It is comprehensive and integrated, capable of addressing a wide range of financial circumstances and concerns. We customize your plan with your objectives, priorities and personal values. Taking the time to understand what you want out of life is the keystone of our planning strategy.



Organization and simplification are key elements in accomplishing effective wealth management. Imagine every aspect of your financial life organized and viewable at the touch of a button. Anytime. From anywhere. We accomplish this through WealthVision, a state of the art financial planning software that organizes all of your accounts, assets and information, viewable on your own secure personal financial homepage. You can view your entire financial picture in one simple location without searching through hard copy files or bouncing from one website to the next.

The system includes a powerful engine capable of generating comprehensive financial planning analytics, calculating retirement cash flow projections, legacy planning and modeling “what-if” scenarios. You will be able to view this information along with your balance sheets, investments and important documents. With your goals as the centerpiece of our process, we provide you with financial reports that clearly illustrate where you are now and how our recommendations can help you pursue your goals.

Contact us for an appointment so we can discuss how a clear, sophisticated financial plan and investment strategy can simplify your life and give you the time you need to focus on the things that are most important to you.