A complete list of active advisors currently associated with Optimal Wealth
Warmer can help you find a great advisor at Optimal Wealth or one who fits your needs even better.
Optimal Wealth provides portfolio wealth management, financial planning, and pension/401(k) consulting to individual and high‑net‑worth clients as well as retirement plans. The firm also advises on and facilitates DST/1031 exchange transactions and uses sub‑advisors or independent managers to implement portfolios that include mutual funds, ETFs, fixed income, annuities, non‑U.S. securities and venture capital vehicles. The firm documents client goals and risk tolerance in an Investment Policy Statement and conducts at least quarterly reviews, applying a mix of fundamental, quantitative, cyclical and technical analysis within a generally long‑term trading approach. Services are offered on both discretionary and non‑discretionary bases, and a majority of the firm’s reported assets are managed non‑discretionarily, indicating many clients retain final trade authority. Noteworthy distinctions disclosed in the brochure include that one or more principals operate as licensed insurance agents and may receive commissions for insurance product implementations, a potential conflict of interest the firm discloses. The firm also runs public educational seminars and workshops and explicitly offers DST/1031 exchange consulting—services that are less common among similarly sized supported advisers.
To learn more about the advisors currently working at Optimal Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Sudbury, MA
| 1
| |
Sudbury, MA
| 21
|
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