Optimal Wealth & Investments
Finance · Illinois, United States · 51-200 Employees
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Overview
Headquarters
1431 Opus Pl Ste 110 Ofc, Downers Grove,...Phone Number
(630) 544-5350Website
www.optimalwealth.netRevenue
$5.3 MillionIndustry
About Optimal Wealth & Investments
Optimal Wealth & Investments (OWI) provides comprehensive financial planning and investment management services to individuals, couples, families, and small businesses across Illinois, Arizona, and North Carolina. Their offerings include tax planning, estate planning, debt management, insurance planning, and education planning, all aimed at optimizing clients' financial situations. OWI employs proprietary trading models to proactively manage investments, focusing on maximizing returns while managing risk. The company's ultimate goal is to build, preserve, and ethically distribute clients' wealth through effective wealth management strategies.Explore more
SIC Code 62,628NAICS Code 52,523Show moreOptimal Wealth & Investments Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Optimal Wealth & Investme...
$5.3M
51-200
Private
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MG
Mark GodesWealth Advisor & Chief Compliance Officer, Cfp
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Optimal Wealth & Investments (OWI) provides comprehensive financial planning and investment management services to individuals, couples, families, and small businesses across Illinois, Arizona, and North Carolina. Their offerings include tax planning, estate planning, debt management, insurance planning, and education planning, all aimed at optimiz... Read More
