Optimal Wealth Strategies
1223 George C. Wilson Dr.
Augusta, Georgia 30909
No client or potential client should assume that any information presented or made available on or through this website should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures.
Investment Advisory Services offered through Motiv8 Investments, 2104 SE Rays Way, Stuart, FL 34994, an SEC-registered investment advisor. Additional information about Motiv8 Investments is available in its current disclosure documents, Form ADV, Form ADV Part 2A Brochure, and Client Relationship Summary report which are accessible online via the SEC’s investment Adviser Public Disclosure (IAPD) database at www.adviserinfo.sec.gov, using SEC # 801-110473.
Investment Advisory services provided by individuals as investment advisory representatives of Motiv8 Investments, LLC, a registered investment adviser. Motiv8 Investments does not provide insurance, tax, or estate planning services. Such services, if provided, are provided by individuals affiliated with Motiv8 Investments in their separately licensed capacities.
WARRANTIES & DISCLAIMERS
There are no warranties implied.
Optimal Wealth Strategies (“RIA Firm”) is an investment adviser located in Augusta, GA. Optimal Wealth Strategies may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Optimal Wealth Strategies’ web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Optimal Wealth Strategies’ web site on the Internet should not be construed by any consumer and/or prospective client as RIA Firm Name’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Optimal Wealth Strategies with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Optimal Wealth Strategies, please contact the state securities regulators for those states in which Optimal Wealth Strategies maintains a registration filing. A copy of Optimal Wealth Strategies‘ current written disclosure statement discussing Optimal Wealth Strategies’ business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Optimal Wealth Strategies upon written request. Optimal Wealth Strategies does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Optimal Wealth Strategies’ web site or incorporated herein and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.