A complete list of active advisors currently associated with Optimus Wealth Management Group, Inc.

Warmer can help you find a great advisor at Optimus Wealth Management Group, Inc. or one who fits your needs even better.

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.

To learn more about the advisors currently working at Optimus Wealth Management Group, Inc., 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.