The Dave Rushby Group

About Dave

Throughout his Thirty-two years in the finance industry, Dave has been fortunate to have some wonderful mentors and business partners. These partnerships have been instrumental in allowing him to grow and learn over the years and foster some great relationships with his clients.  He believes the best thing about his business is that his client’s success is his success. 

Dave’s time spent in the financial industry has taught him much about human relationships and deepened his understanding of “how money works”. He has also met some great and interesting people and values those relationships immensely.

Dave has always believed that doing his best job helps better his client’s financial futures.  This belief has made him work through challenging times as by solidifying a client’s financial position, he can affect their lives in profoundly positive ways. Ultimately, his hope has always been to take some of that financial stress out of their lives and give them peace of mind to enjoy their life journeys to the fullest.  

 “I am all in for my client’s success!” - Dave Rushby

The world is changing quickly and the investment space is increasingly more complex and uncertain. At Optimize, we believe navigating this reality requires more advice and not cookie cutter, plug-and-play tools. Built on time-tested principles of financial planning and wealth management, sound risk management, and long-term patient investing, the Optimize approach focuses on listening to clients, their goals, and their ambitions and understanding how those fit into their personal financial circumstances.

For that reason, Optimize Wealth takes a holistic approach to helping clients build and manage their wealth over the long-term. Towards that end and to provide clients with a personalized approach, Optimize assigns a multi-disciplinary team to meet their needs.