Optimal Wealth Strategies

Meet the Team

At Optimal Wealth Strategies, we are a team of experienced professionals dedicated to empowering individuals and families to achieve financial stability and security. Led by founder Stephen Dyer, CFP, our team brings a diverse range of expertise in financial planning, investment management, and estate planning to the table. We are committed to working collaboratively with clients to develop tailored plans that align with their unique financial goals and aspirations.

Financial Planning

We provide comprehensive financial plans that address all aspects of your financial life, including:

• Retirement Income Planning: Maximize your retirement savings and ensure a comfortable and secure retirement.
• Investment Management: Develop a personalized investment portfolio that aligns with your goals and risk tolerance.
• Asset Building: Create a strategic plan to build and grow your wealth over time.
• Tax Planning: Minimize your tax burden and maximize your investments.

Additional Services

• Legacy Planning: Protect and distribute your wealth efficiently using strategies such as trusts and estate planning.
• Wealth Defense: Safeguard your assets from potential risks and creditors.
• Retirement Planning: Optimize your 401(k), IRA, and other retirement accounts.
• Investment Management: Customized portfolio management tailored to your individual needs and goals.

Our Approach

We believe in a collaborative and personalized approach to financial planning. We take the time to understand your unique goals, values, and risk tolerance. We work with you to create a plan that is aligned with your financial situation and aspirations.

Our Values

• Client-centered: We prioritize your needs and goals in every interaction.
• Transparency: We believe in open communication and clear explanations.
• Integrity: We adhere to the highest ethical standards and adhere to industry regulations.
• Sustainability: We are committed to providing long-term solutions that will stand the test of time.