Our Platform

We offer Advisors premium pricing and industry-leading support to help
grow their business or map their exit.

A firm built by Advisors, for Advisors

The financial services industry has seen a significant amount of change over the last two decades. What hasn’t changed is that ethical advisors are earnestly running wealth management practices centered on putting their clients’ interest first. Unfortunately, the growth initiatives and the seemingly endless bureaucratic and one-sided directives from many dealers have clearly put them at odds with this principle. Discover how we can work with you to break past your ceiling of complexity, simplify your business and unlock new opportunities.

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What we do

Whether you want to refine your client segmentation strategy, focus on niche markets, or define your own succession plan, we’re here for you. We’ll work with you to build scale in your business, implement proven growth strategies, maximize the value of your business, or map your exit plan.
Through it all, we’ll help you ensure your clients continue to get the attention they deserve. Whether you are looking to grow or exit the business, we are looking for experienced financial professionals who want to make a positive impact in their clients’ financial futures at the same time as achieving their specific goals.

How we help you​

As your partner, we’ll help you deliver an exceptional client experience – one that not only cements client loyalty but also drives new business. We’ll show you how to streamline your processes, increase productivity and grow your bottom line. When you join Optimize Wealth, you become part of a team with one common goal, to help our Advisors build a better business while providing your clients with expert financial advice. The major difference at Optimize Wealth is that we measure our Financial Advisors’ success based on how well they help their clients achieve their goals rather than based on how much commissions or revenues they generate from their clients.

We know that you bring a ton to the table. We make sure we do too.

How we help your clients

Optimize Wealth Management is the next generation in premier wealth management. We judge our success and value based on how well your clients’ financial goals are achieved, not ours. With our platform, you can provide your clients with personalized financial solutions and advice to help them at every stage of their lives. Our financial services and solutions cover everything from financial planning and portfolio management to tax preparation, debt management, and estate planning.
Bring your clients the next generation in wealth management

Our Transition Program

If you run a money management firm or are an Advisor, PM, or Financial Planner who is looking for a buyout plan now or in the future, we want to connect with you. Optimize Wealth offers more money than any other firm in the industry in addition to being able to able to offer your clients a superior client offering and investment solutions. We can structure the buyout around you and your particular situation. And so, whether you want an immediate buyout, a two-stage transition, or something in between, we are keen to work with you.
Some say we pay too much. We frankly don’t care.

Whether you're growing or exiting, let's make it happen.