Optimus Wealth Management Group, Inc.

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Client assets under management

Clients

0% high-net-worth

Advisors

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Very Low

Average account size

About

Optimus Wealth Management Group provides personalized financial planning, retirement income planning, and portfolio management primarily for individual and high‑net‑worth clients, and it places some advisory relationships with third‑party money managers. Services include discretionary and non‑discretionary asset management, one‑time and ongoing financial planning, portfolio reviews, and retirement income plans.

The firm tailors strategies to client goals and risk tolerance using fundamental, technical and cyclical analysis, and it uses a Morningstar‑based portfolio platform and Wealthy & Wise (INSMARK) software for retirement modeling and sequence‑of‑returns analysis. OWMG may hire sub‑advisors or refer clients to third‑party managers, conducts periodic reviews, and emphasizes a consultative process in which clients approve recommended actions.

Noteworthy aspects disclosed in the brochure include an affiliated insurance business and a separate tax‑planning company operated by the firm’s principal that are offered to clients on an occasional basis and identified as potential conflicts mitigated by disclosure and fiduciary duty. The firm also operates on a small scale—two advisors and about 15 clients with no assets reported under management on the ADV—and it receives referral fees when placing clients with third‑party managers.

Client services

Financial planning Portfolio management Selection of other advisers

Portfolio review/retirement income planning

Expertise

Retirement income strategy General tax planning Wealth management Cash flow / budgeting

Fee options

Fixed

One-time financial planning fees $1,000 to $5,000; ongoing financial planning monthly fixed fees between $75 and $1,000; initial portfolio review fee of $500

Percentage

Maximum annual investment advisory fee of 1.50% of assets under management, negotiable

Project-based

$250 per hour for subsequent portfolio review consultations and retirement income planning

Subscriptions

Ongoing financial planning offered as monthly fixed fee between $75 and $1,000

Other

Fee-only: One-time financial planning fees ranging from $1,000 to $5,000; ongoing financial planning monthly fixed fees between $75 and $1,000 based on complexity; initial portfolio review fee of $500; hourly rate $250 for subsequent portfolio consultations and retirement income planning

Main office location

Optimus Wealth Management Group, Inc.

1745 Route 9, Suite D

Clifton Park NY 12065, United States

Number of offices

Most active in

Florida · Massachusetts · New York · Pennsylvania · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

518-688-9006

Advisors at this firm

Philip G

Series 63, Series 65

Clifton Park, NY

Optimus Wealth Management Group, Inc.

Philip Gallant is a financial advisor with Optimus Wealth Management Group, Inc. in Clifton Park, NY, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been associated with Optimus Wealth Management Group since 2009 and also serves as managing partner and insurance agent at The Optimus Group, LLC. Additionally, he is involved with Vital Tax Solutions, Inc., a tax planning and tax return services firm. Optimus Wealth Management Group provides personalized financial planning, retirement income planning, portfolio review services, and both discretionary and non-discretionary investment management. The firm serves a small client base and emphasizes comprehensive planning supported by third-party custodians and money managers.

Retirement income strategy General tax planning Wealth management Cash flow / budgeting

Amy T

Series 65

Clifton Park, NY

Optimus Wealth Management Group, Inc.

Amy Taylor is a financial advisor at Optimus Wealth Management Group, Inc. in Clifton Park, NY, with four years of industry experience. She holds a Series 65 credential and has worked at Optimus Wealth Management Group since 2021, following prior roles at The Optimus Group LLC and FM Global. Optimus Wealth Management Group provides personalized financial planning, retirement income planning, portfolio review services, and investment management, serving a small client base with a comprehensive planning process that includes cash flow, tax and insurance reviews, risk analysis, and retirement income modeling. The firm uses a combination of in-house strategies, sub-advisors, and third-party money managers for implementation.

Retirement income strategy General tax planning Wealth management Cash flow / budgeting

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