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 |
|---|---|---|
Keene, NH
| 30
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")