Speedy Scott CFP

Optimis Wealth is a prestigious financial planning firm dedicated to empowering individuals and families to achieve financial success. We take a personalized, collaborative approach to wealth management, partnering with our clients every step of the way.

Our Approach to Financial Success

Our team of experienced professionals works together to provide comprehensive financial planning services that address your unique needs and goals. We believe in building long-term relationships with our clients, understanding their individual aspirations, and creating customized plans that align with their financial realities.

1. Comprehensive Financial Planning

• Goal setting and financial analysis
• Retirement planning and optimization
• Estate and legacy planning
• Investment planning and portfolio management
• Insurance review and recommendations

2. Investment Management

• Custom portfolio development and management
• Tax optimization strategies
• Review and analysis of existing investments
• Regular reporting and communication

3. Private Client Group

• Access to a dedicated team of experienced professionals
• Tailored strategies and solutions for high-net-worth individuals
• Priority access to investment opportunities and events

4. Community Engagement

• Financial education workshops and webinars
• Support for local organizations and initiatives
• Thought leadership contributions on financial topics

5. Tools & Resources

• Secure online client portal for document sharing and account access
• Calculators and financial planning tools
• Regularly updated market and economic commentary

Award-Winning Expertise

Our founder and lead advisor, Chad Greer, has received prestigious awards for his expertise in wealth management. He is recognized as a Forbes Best-In-State Wealth Advisor and Top Financial Security Professional, reflecting the exceptional quality of our team and the exceptional service we provide to our clients.

Partnering for Success

Optimis Wealth operates in close partnership with Northwestern Mutual, a leading financial services organization with a rich history of serving clients. This partnership allows us to leverage the strength of a major institution while maintaining the personalized approach of a boutique firm.