Get to Know OPT Wealth Management

OPT Wealth Management was created to provide clients access to the best tools and resources in the industry, backed by our proven system.

Free Assessment Meet The Founder

Portrait of Kyle Vasel, owner of OPT Wealth Management.

Our Mission: Helping clients make confident finanical decsions

How Do We Do It...

Our goal is to bring coordination to every part of your financial life—so you can move toward retirement knowing everything is working as it should.

Book a Free Assessment

Get an understanding of what steps may help improve your financial future.

Free Assessment

Build

We continually improve our processes, resources, and services in order to create an exceptional client experience.

Simplify

We bring every part of your finanical life together; turning complexity into clear priorities and next steps.

Serve

We respond quickly, communicate clearly, and stay ahead of what needs attention.

Meet The Team

The People Behind OPT

Meet the team that's committed to helping you make confident financial decisions at every stage.

Free Assessment

Kyle Vasel

CFP® CRPC®

Founder | Managing Partner

As founder of OPT Wealth, I help clients simplify complex finances by coordinating Organization, Profits, and Taxes into a clear long-term strategy.

Meet Kyle Vasel

Letha Maldonado

Senior Client Associate

I’m Letha, a Texas native with 25+ years of experience helping families grow, protect, and enjoy their wealth.

Meet Letha Maldonado

Beth Iacullo

Executive Assistant

Dedicated Executive Assistant at OPT Wealth Management, delivering seamless executive support and polished, client-focused service with professionalism and care.

Meet Beth Iacullo

Our Roots

Based in Illinois Serving Nationwide

OPT is based in Illinois and serves clients across the country, providing personalized financial planning and investment management both in person and virtually.

Free Assessment