Book Your Free Assessment
Schedule a free assessment to help you gain an understanding of your current financial picture, identify potential gaps or opportunities, and determine the right next steps.
If This Sounds Like You, We Should Talk
You're Within 10 Years of Retirement
As retirement approaches, financial decisions become more complex, and more important.
Your Want a Coordinated Plan
You don't want investments, taxes, and estate decisions operating in isolation.
You Value Proactive Guidance
Your prefer disciplined, forward looking planning over reactive advice.
A Coordinated Approach to Retirement Planning
By coordinating your investments, tax strategy, and overall plan, we help ensure every part of your financial picture is working together to support your retirement goals.
Introduction Meeting
A conversation to understand your situation, answer questions, and if we're the right fit.
Discovery Meeting
A deeper look at your financial picture and goals to identify opportunities.
Assessment Review
You’ll receive recommendations and a structured path forward.
There’s no rush. Whether you’re planning ahead or simply exploring your options, we’re here whenever you’re ready.
Take The First Step
Schedule a complimentary assessment to see how the OPT Process™ can help bring clarity to your financial life.
Our FAQs
Answers to some of the most common questions as you consider working with OPT Wealth Management.
What services do you provide?
We provide comprehensive financial planning, investment management, and tax planning designed to help you organize, grow, and protect your wealth. Our approach focuses on coordinating every part of your financial life so you can make confident, informed decisions.
You can view a more comprehensive list of our services here.
Who do you typically work with?
We work with professionals and families approaching retirement who want their financial life organized, their investments aligned, and their tax strategy coordinated through a more proactive planning approach.
What does it cost to work with you?
Our fees are transparent and based on the services we provide and the complexity of your situation. We will clearly explain all costs before any work begins so you understand exactly what to expect.
What is the first step in working together?
The first step is a simple introductory meeting to learn more about your situation and answer any questions you may have. This conversation helps determine whether working together is the right fit.
From there, we guide you through a structured process designed to bring peace of mind and direction to your financial plan.
Do I have to move all my accounts to work with you?
Not necessarily. We work with clients in a way that makes the most sense for their situation and comfort level. Our focus is on providing coordinated advice and planning that supports your long-term goals.
Book Your Free Assessment
A simple, no-obligation conversation to help you understand where you stand and what steps may help improve your financial future.
Book a Free Assessment Today
Start with a simple conversation to gain insight on your financial picture and understand your next steps.
Our calls are always stress and pressure free—guaranteed!
