A complete list of active advisors currently associated with Optimum Wealth LLC

Warmer can help you find a great advisor at Optimum Wealth LLC or one who fits your needs even better.

Optimum Wealth LLC is a solo, fee‑based registered investment adviser that provides personalized financial planning, investment consulting, variable annuity management, and retirement‑plan advisory services to individuals (with a tilt toward higher‑net‑worth clients), business owners, and qualified employee benefit plans. The firm also arranges for third‑party managers when appropriate and serves as a liaison between clients and those managers. The firm combines fundamental, technical, charting, and cyclical analysis to tailor strategies to each client’s stated objectives and risk tolerance, and it documents recommendations through financial plans and periodic reviews. For retirement plans Optimum typically serves as a limited‑scope ERISA 3(21) adviser—helping with investment policy statements, monitoring investment options, and providing participant education—while monitoring any third‑party managers it recommends. What distinguishes the firm from many independent peers is its material insurance‑sales activity: the advisory principal operates an affiliated insurance agency and spends substantial time selling insurance products, a practice that is disclosed and noted as a potential conflict of interest. The firm also commonly provides pension consulting and receives ongoing referral compensation when placing clients with third‑party managers, and its client mix emphasizes retirement plans and affluent individuals rather than mass‑market, non‑high‑net‑worth retail investors.

To learn more about the advisors currently working at Optimum Wealth LLC, 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
Duane Goodell Jr.	Keene, NH	30

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