Get to Know OPT Wealth Management
OPT Wealth Management was created to give clients access to the best tools and resources in the industry, backed by our proven system.
Helping Clients Make Confident Financial Decisions
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.
Build
A plan constructed deliberately, one decision at a time.
Simplify
Fewer moving parts, coordinated into one clear picture.
Serve
Responsive guidance, for as long as the plan is in motion.
The People Behind OPT
The team committed to helping you make confident financial decisions at every stage.
Kyle Vasel
As founder of OPT Wealth, I help clients simplify complex finances by coordinating Organization, Profits, and Taxes into a clear long-term strategy.
Letha Maldonado
I’m Letha, a Texas native with 25+ years of experience helping families grow, protect, and enjoy their wealth.
Beth Iacullo
Dedicated Executive Assistant at OPT Wealth Management, delivering seamless executive support and polished, client-focused service with professionalism and care.
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.
