Broker Check

Wealth Management | Sustainable Investing | Financial Planning 


“When one tugs at a single thing in nature, he finds it attached to the rest of the world.” - John Muir



Wealth Management With Your Goals In Mind

Your Goals. Our Process. Personalized Strategies Delivered.

We believe it’s important to invest our time to understand what you’re working toward and the level of investment risk you're comfortable accepting before we invest your money. Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to preserve the financial future of the ones you care for the most, we collaborate together to develop integrated strategies to help you pursue your goals. We also monitor your progress to help make sure you stay on track and determine if adjustments are required as circumstances change.

Services

Investment Services

We create portfolios in alignment with your investment preferences and personal values.

Financial Planning

Let us be your guide to help you meet your goals and navigate life transitions.

Insurance

Utilize risk management solutions to protect your plan.

Financial Planning For Your Future

Financial Planning For Your Future

While our clients range across all life stages and levels of career success, we feel we can make the most impact on the lives of working professional families during their prime earning years.

Those looking to make a difference in their financial situation, are long-term oriented, and communicate well, progress significantly toward their goals. 

We won't turn anyone away for a lack of money. If you like working with us and we can properly serve you, the size of your initial portfolio doesn’t matter.

Resources
Investing Your Money With Purpose

Investing Your Money With Purpose

At Optify Financial, we work with you to develop a tailored strategy so that you can invest with purpose, including utilizing sustainable and socially responsible (SRI) investment strategies, if desired.* This starts with getting to know and understand your way of thinking about money, and discovering what's important to you. Our team then takes what they learn and collaborates with you in the development, design, implementation and monitoring phases of your portfolio built using time-tested principles.

*All investing involves risk including loss of principal. No strategy assures success or protects against loss.

Sustainable Investing
You Decide How We Work Together

You Decide How We Work Together

Whether you are more of a hands-on investor or prefer to delegate the investment decisions to us, we have account options that fit your needs. Here are some examples.

1. A fee-based approach where we charge an annual percentage of the value of your portfolio, billed quarterly. We get paid more when your portfolio grows and less if it goes in the wrong direction.

2. A transactional pay-as-you-go approach where we charge a commission when you buy or sell certain investments or insurance products.

3. Maybe you're a Do-It-Yourself investor, but are lacking a custom-tailored plan. We offer financial planning services where we can charge by the hour or project.

Fee Schedule

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