Optimum Wealth Group |

Our Purpose

The driving principle of Optimum Wealth Group’s “Dynamic Blend Strategy” (DBS) is to bring together our 35 + years of goals-driven, holistic financial planning, with your unique life plan, to design a road map to the financial future you desire.

Every financial decision, or “path”, you take, will lead you to a “destination” or financial future. Making no decision will also take you to a “destination”.

Optimum Wealth Group will design a specific road map based on your current resources and priorities, to lead you to your “best, most fulfilling destination”.

Lifestyle – Car, vacation, boat, or recreation savings
Education Planning
Retirement Planning
Insurance & Risk Management
Estate Planning

Our DBS methods analyze where you are today regarding your financial destination and based on your priorities, design and implement your roadmap to success.

OWG’s ongoing review process, will keep your roadmap current as you accomplish each priority along the way.

Call OWG today to begin your path to your best financial destination.

"We have a better understanding of our own money."

Derek has been super responsive. We feel like we have a better understanding of our own money. Opposed to not being able to move our own money without going through the hassle of paperwork and questions!

– Robyn

"It wasn't just about my money. They didn't push."

I cannot provide enough accolades about The Optimum Wealth Group. I was referred and had my first visit with Team Derek and Brad to develop a solid plan. At 61 years old I was in a scary time in my life with divorce looming. I expressed my concern to be able to live a reasonably comfortable life and plan for retirement. Their knowledge of financial products for my situation gave me peace of mind I had found the right place. It wasn’t just about my money. They didn’t push. They cared about ME and I trust them.

– Jean

"Great at problem solving to offer multiple solutions. "

Derek has done a fantastic job helping us navigate the right products to use to reach our financial goals.

He’s very passionate about helping his clients, honest and knowledgeable, and great at problem solving to offer multiple solutions. My wife and I have been very pleased working with Derek and the team at Optimum!

– Elliott

"I feel like I actually have a stable financial future ahead!"

Having never thought I would be able to open an investment account in my lifetime, Derek not only took the time to show me that it was indeed possible, he also gave me the confidence and the education to understand what could really be done, and now I feel like I actually have a stable financial future ahead! I cannot recommend the services and customer service of Derek and the folks at Optimum Wealth Group enough. A++

– Daniel

"Optimum Wealth Group was more than I expected."

The level of professionalism and desire to help was beyond my expectations. They put all investments in one place and reassured me that I was in a pretty good place. I learned they use an analytic software that inputs all of my information to include monthly budgeting, future goals, timeline to retirement, and my tolerance for risk, resulting in a solid financial road map based on data, not just a guess. I have found that Optimum Wealth Group was more than I expected. I’m so grateful to have found them!

– Jean

"...The best investment products available to meet our goals."

I can’t say enough how great it has been and continues to be going to Derek Schletzer for all our Retirement Planning needs. Derek has always been focused in steering my wife and I to our retirement days using his wealth of knowledge and the best investment products available to meet our goals. I would highly recommend him to anyone who is intimidated by this big step in Life’s Journey.

– John

These testimonials are provided by clients, may not be representative of the experience of other customers and is no guarantee of future performance or success.

OUR VISION

Be the go-to Financial Advisor for personalized financial planning. Demonstrate that we care for clients with attention to detail and proactive communication.

Learn More

Check the background of investment professionals on FINRA’s BrokerCheck.

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Optimum Wealth Group are not affiliated. Cambridge does not offer tax or legal advice. Fixed insurance offered through Optimum Wealth Group.

Cambridge’s Form CRS (Customer Relationship Summary)

This communication is strictly intended for individuals residing in the states of AL, AZ, AR, CA, CO, FL, GA, IL, IN, IA, KY, MD, MI, MS, MO, NY, NC, OH, OK, PA, SC, TN, TX, and WI. No offers may be made or accepted from any resident outside the specific states referenced.

The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Optimum Wealth Group makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information, and programs made available through this site.

Optimum Wealth Group