Optimal Wealth

About Us


Meet the team


Ira G. Sager, CFP®, AIF®, MBA, MS

Managing Director

123-12-12

info@test.com

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


Lucinda “Cindy” Chalmers

Client Services Associate

lchalmers@optimalw.com

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

 

Advisory services offered through OptiWealth, LLC, a registered investment adviser.

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