At Optimal Wealth Strategies, we believe no two investors are alike. Therefore, in order to help each client meet their financial goals, we base our process on a client-focused, personalized approach using multiple investment strategies.
Our advice and recommendations are tailored to our client’s investment goals, desired return objectives, risk tolerance, time horizon, cash requirements, and tax situation.
Our investment strategy is designed based on your long-term investment goals of preserving principal, maximizing income, or accumulating capital.
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.