Investment Management

The driving principle of Optimum Wealth Group’s “Dynamic Blend Strategy”, is to bring together our 35 + years of goals -driven, holistic financial planning, with your unique life plan, to design a road map to the financial future you desire.

Build the path to your most fulfilling destination.

Every financial decision, or “path”, you take, will lead you to A “destination” or financial future. Making no decision will also take you to A “destination”.

Optimum Wealth Group will design a specific road map based on your current resources and priorities, to help lead you to your “best, most fulfilling destination”.

Our DBS methods, analyze where you are today regarding your financial destination, and, based on your priorities, design and implement your “blueprint for the future”.

OWG’s ongoing review process will keep your roadmap current as you accomplish each priority along the way.

Investment Management

Smart Investing, Aligned with Your Goals

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Transform your family’s financial future with our Dynamic Blend Strategy investment Management. Say goodbye to confusion, and let us simplift your path to lasting wealth. With over 30 years of expertise, we can help you to experience clarity around your financial goalsl

Time-Tested and Technology-Enabled

We design portfolios based on proven risk and performance models
Balance risk and return to choose the best investments for our clients
We actively monitor and manage portfolios for our clients

Investing involves risk. Depending on the different types of investments there may be varying degrees of risk. Clients and prospective clients should be prepared to bear investment loss including loss of original principal.

We also serve

Pre-retirees

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Small Business Owners

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Special Needs

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Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Optimum Wealth Group are not affiliated. Cambridge does not offer tax or legal advice. Fixed insurance offered through Optimum Wealth Group.

Cambridge’s Form CRS (Customer Relationship Summary)

This communication is strictly intended for individuals residing in the states of AL, AZ, AR, CA, CO, FL, GA, IL, IN, IA, KY, MD, MI, MS, MO, NY, NC, OH, OK, PA, SC, TN, TX, and WI. No offers may be made or accepted from any resident outside the specific states referenced.

The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Optimum Wealth Group makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.

Optimum Wealth Group