Concierge Financial Services

Get in touch

We care about your future

Explore our areas of expertise - then reach out to our Certified Financial Planner to generate a holistic, collaborative plan to secure, plan, and grow your wealth.

Life is full of pivotal moments

When you need sound, objective financial advice. We'll help you make the best possible decision during those pivotal moments in your life, that often impact your long term financial well being.

Inquire

Our philosophy

We take a holistic approach to managing the financial needs of our clients. We start with the basics, by developing a trusting meaningful relationship. We need to understand our clients, their needs, their challenges, their goals, and their concerns. We make it personal, and we share our own stories too, It’s a 2-way street. We want our clients to feel safe, so they can have an honest conversation with us and not feel uncomfortable.

We know that life has become increasingly complex and so has financing it. We provide comprehensive, objective financial guidance, to help you through the different chapters of your life.

We provide concierge style service and are available when you need us.


More about us

Start a conversation with a Certified Financial Planner

Thank you for considering Optimized Financial Strategies as your partner in navigating the intricacies of wealth and prosperity. We look forward to the opportunity to serve you with unparalleled expertise and dedication.

Contact Us

A black and white logo for a certified financial planner

Market insights

By Gene Witt 06 Aug, 2024
More Noise & Market Review for August 5th 2024
By Gene Witt 30 Jul, 2024
Economic Decisions & Market Recap for the week of July 29th 2024
By Gene Witt 10 Jul, 2024
Half Time  Market Report for 2024
Show More

Share by: