The OPTIMUM Wealth Management Program

OPTIMUM Wealth Management is fully committed to optimizing the wealth of your family. As your family's financial advisor, we offer services to ensure your portfolio is fast-growing, lasting, and protected — we are here to look after your family's wealth far into the future. We can help you identify and meet the goals of your wealth through:

Comprehensive Financial Planning

• Net worth compilations
• Concentrated position planning
• Stock options planning
• Equity benefits planning
• Income planning and projections
• Retirement planning
• College funding planning
• Estate Planning

Investment Planning and
Strategy Implementation

• Optimize asset allocation mix to allow for maximum return with minimum risk
• Investment manager selection
• Investment manager monitoring vs. benchmarks
• Portfolio performance reporting

Insurance and Annuity Solutions

• Term insurance
• Long-term care insurance
• Estate planning insurance

Liability Management

• Cost/benefit analysis on all debt
• Regular monitoring of cost and alternatives

Coordination of Financial Specialists

• CPA
• Estate Planning Attorney
• Lenders