LEAD
Lead our clients with Integrity, providing Independent and Unbiased advice.
Optimal Wealth is a Financial Planning boutique firm. Our mission is to help families create and preserve wealth and income streams through sound financial strategies.
Our team uses a highly consultative, tailored approach.
Our staff are experts in Financial Planning, Risk Management, Wealth Management and Philanthropic Planning. We work closely with each client’s other advisors and our extended network to enable integrated management of your financial affairs.
Lead our clients with Integrity, providing Independent and Unbiased advice.
Seek nothing less than to be the best at what we do. Continually benchmark to make sure all aspects of our practice are first-class.
Adhere to a Fiduciary Standard of Care because your trust in us deserves nothing less.
Incorporate all salient details impacting our client’s lives to enable a realistic plan that captures opportunities and avoids pitfalls.
Provide access to great human talent both internally & externally.
Deliver best-in-class approaches for all aspects of your financial life via a team oriented strategy.
Use Analytic Profiling to better capture our client’s intentions.
Create detailed models that compensate for the the limitations of tools to better match expected conditions.
Success in your dynamic career has brought demanding challenges and unique opportunities – both personal and professional. You deserve an integrated team of talented professionals to provide assistance at every major decision point.
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 Fiduciary Studies. He earned an MBA from the Olin Graduate School of Business, graduating Magna Cum Laude.
Ira formed the Registered Investment Advisor (RIA) Optiwealth, LLC in 2019. Prior to that he was an independent Financial Advisor with First Allied (now Cetera). Prior to that, Ira was a Senior Financial Advisor with Merrill Lynch and a Financial Advisor with Morgan Stanley. Prior to entering the financial services field, Ira held business management positions at Nortel Networks, Bay Networks and Digital Equipment. Ira is a co-chairman of the University of Pennsylvania Alumni Secondary School Committee for the Boston northwest suburban region. Ira enjoys Triathlon competition, cycling and cross-country skiing.
Prior to joining Optimal Wealth, Blake worked on the investments team at several real estate private equity firms – sourcing, closing and managing commercial real estate investments across the United States. He also was an analyst at a firm that provides loans to commercial real estate projects.
Blake worked in the Fixed Income Projects group within Morgan Stanley’s Institutional Securities Division for 4 years. In that role, he worked with Portfolio Managers to implement investment strategies and asset allocation for the firm’s internal trading portfolio. He was also responsible for creating and maintaining internal pricing models for corporate bonds, mortgage and asset-backed securities.
Blake earned a Bachelor of Arts in Financial Economics at The Johns Hopkins University. He also earned a Master’s Degree in Real Estate Finance and Investments from New York University. Blake completed the Certified Asset and Portfolio Management Program at the Wharton School. Blake hails from New York City where he attended the Horace Mann and Columbia Prep schools.
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.
We offer a complimentary review of your financial planning.
Years 1-7
Years 8-15
Years 16-24
Years 25-33
Separate portfolios designed to produce the required
income at each stage of your retirement.
At Optimal Wealth, we understand that your individual financial situation is unique and deserves an equally unique approach designed to help put you on track to reaching your financial goals.
144 North Road
Suite 1150
Sudbury, MA 01776
Tel: 617.277.4453
Fax: 866.780.8883
Advisory services offered through OptiWealth, LLC, a registered investment adviser.
Check the fees for this investment professional here: MA-Fee-Table-2022-Optiwealth
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.
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Persons mentioned in this site may only transact business in states in which they have been properly registered or are exempt from registration.