Who is OPTIMUM Wealth Management?
"We listen carefully to our clients and craft comprehensive, understandable strategies that address their goals and concerns. As independent advisors, we can provide you with unbiased and objective recommendations that will secure your family's wealth for generations to come."
- Stephen E. Green, Managing Partner, OPTIMUM Wealth Management
- Stephen E. Green, Managing Partner, OPTIMUM Wealth Management
Our Mission:
OPTIMUM Wealth Management provides independent, comprehensive financial planning and wealth management to families of significant ($500,000+) wealth.
OPTIMUM Wealth Management provides independent, comprehensive financial planning and wealth management to families of significant ($500,000+) wealth.
Client Service Standards
- integrity
- objectivity
- competence
- fairness
- confidentiality
- professionalism
- diligence
Our Philosophy
What sets us apart:
- in-depth understanding of family needs and desires
- diligence and competence in plan preparation
- clear, frequent, relevant, and understandable communication
OPTIMUM Wealth Management Staff
Timothy D. Howard - Portfolio Manager. A graduate of Missouri State University (B.S – Major in Finance, Minor in Accounting), Tim joined OPTIMUM in 2010. Tim is a candidate for the CFA (Chartered Financial Analyst), having passed all three qualifying exams. As Portfolio Manager, Tim is responsible for building, monitoring and managing the firms OPTIMUM Model Portfolios, along with researching individual stock and bond investments. Tim is also responsible for generating client performance reports and other administrative duties.
Tim is an avid and talented soccer player.
© 2010 OPTIMUM WM