Our mission is to give each client the financial freedom they want for themselves and their loved ones.

We approach each relationship with a deep sense of humility & commitment. Our clients’ trust us with their futures, families and business needs. Which is why their interests are paramount and above our own always. We don’t receive commissions so you never have to wonder what motivates us.
We acknowledge that the modern investor is ever evolving. Their needs and responsibilities are changing and they require more encompassing advice, which we provide for them.
We don’t use turnkey models developed by other financial institutions that are packaged nicely so that one size fits all and keep you in the same securities forever. We hand pick each investment based on research and each client’s needs, objectives and most importantly comfort level.
We believe in complete transparency, it’s important to us, it is a matter of respect. We do not blindly trust others or expect others to do so with us. When we accept a new client, they get a two-way relationship with us, if they want. We don’t just ask personal questions; we share our life experiences too.
Our investment philosophy is pragmatic. We use a combination of Fundamental and technical analysis to determine which investments to make and when to get in and out of them. We don’t time the market but we do watch momentum so we know the direction it is heading and act accordingly.
We create a detailed financial plan for each individual client/family, set defined objectives and guide them through each phase of the plan. When life changes occur, we adapt.
We are happy to address any of your questions or concerns relating to your business or personal Financial needs. All initials conversation are complimentary
CONTACT US
320 W Ohio Street
Suite 328
Chicago IL 60654
312.263.1590 X 101
Gene@optfinancialstrategies.com
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult a legal or tax professional for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security.
Following are the states in which Gene Witt is licensed: CA, IL, & NY. Following are states in which Gene Witt is insurance licensed: CA, FL, IL, NY, (CA Insurance license #OF32710).
Gene Witt Investment Advisor Representative
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