Broker Check

Wealth Management

Our Approach

Optify Financial specializes in providing comprehensive financial services to individuals, families, business owners, and corporate executives. Our team is committed to serving our clients as unique partners, requiring individual solutions and well thought out strategies to empower them to make their own decisions. Above all else, we value the relationships and trust that we build.

Financial Planning Services

We offer you a holistic financial planning approach to help maintain your overall financial health and accomplish multiple financial goals. Whether it’s a more comprehensive financial plan or a specific planning need, our services always align with your current priorities, including ongoing review and monitoring.

Initial Setup Fee costs are reduced according the following schedule:

  • 20% discount for existing clients and referrals
  • 50% discount when committing to the Ongoing Planning program
  • FREE for all clients who have > $500k under our management


Investment Management Services

We understand your many investment needs and utilize timely and appropriate wealth management strategies to pursue both short and long-term goals. As a fiduciary, we also provide informed, objective and independent advice, putting your needs and best interests first.

    

▪ Portfolio Review                                         ▪ Monitoring & Rebalancing
▪ Risk Tolerance                                           ▪ Gain/Loss Harvesting
▪ Time Horizon Analysis                               ▪ Tax-Sensitive Strategies
▪ Asset Allocation                                         ▪ Sustainable Investing Options
▪ Investment Selection

Insurance

Insurance

Insurance is a key part of a solid financial plan. Whether you’re protecting your family from an unexpected loss, preparing for the cost of long-term care, or shielding your business interests should a key employee pass away or become incapacitated, we offer insurance solutions to preserve the planning work you’ve done and ensure your long-term goals remain intact.

▪ Life Insurance
▪ Long-Term Care Insurance
▪ LIRP - Life Insurance Retirement Plan
▪ Key Person Insurance (for businesses)