Optimal Wealth

About Us

Meet the team

Ira G. Sager, CFP®, AIF®, MBA, MS

Managing Director



Ira Sager is a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Ira completed the Certified Investment Management Analyst Program at the Wharton School and is an engineering graduate of the University of Pennsylvania. He is an ACCREDITED INVESTMENT FIDUCIARY, a designation awarded by the Center for... Read More

Sheine Wizel, EA, MBA

Tax Planning*

Sheine Wizel emigrated to the United States as a teenager. She graduated from University of California, Berkeley and later earned an MBA from Harvard Business School. Sheine is an Enrolled Agent (EA), which means she has earned the privilege of representing taxpayers before the Internal Revenue Service by passing a comprehensive IRS test. EA is... Read More

Cetera Investment Management LLC

Cetera Investment Management LLC Exclusive investment research is available to you through Cetera Investment Management. Cetera Investment Management provides us—and you—with tools, resources and insights to help you pursue your goals and carefully manage risk. Through Cetera Investment Management, we have access to outstanding resources to deliver sound investment advice and insights to you, from thought leadership on... Read More

Lucinda “Cindy” Chalmers

Client Services Associate


Cindy worked for the Digital Credit Union for many years. She then worked for the Acton School System before joining Optimal Wealth. Cindy enjoys interacting with clients and is our go to person one it comes to making things happen on schedule! Cindy graduated from University of Massachusetts, Amherst. Read More

Crump Insurance Services is a separate entity from Optimal Wealth

Securities offered through First Allied Securities, Inc. A Registered Broker Dealer, Member FINRA/SIPC.
Advisory services offered through First Allied Advisory Services Inc., a registered investment adviser.

Check the background of this investment professional on FINRA’s BrokerCheck.

This site is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security which may be referenced herein.
We suggest that you consult with your financial or tax advisor with regard to your individual situation.

This site has been published in the United States for resident of the United States.
Persons mentioned in this site may only transact business in states in which they have been properly registered or are exempt from registration.