Optimal Wealth

Second Opinion


Second Opinion Service

Has your investment strategy been designed to adapt over time to changes in your life?

Every person should be comfortable with their financial strategy. Does your current asset allocation fit each of your goals and multiple risk tolerance levels?

Are you set up correctly?

Planning should involve both the accumulation and distribution phases of your financial life. Does your current plan account for both long term income and tax efficiency?

Whether  the result is a confirmation you are on the right path or a recommendation that some adjustments may be in order, receiving a second opinion can help you gain confidence in your long term financial plan.

There are three possible outcomes from using our Second Opinion Service:

  1. We conduct our review and it shows your plan is doing what it should and that you are on the right track. We wish you well and hope you leave our office with a little more confidence.
  2. Our review reveals that some minor changes may be in order, and that your current advisors are the right fit to make those adjustments for you. We’ll compile our recommendations and provide them to you to take back to your current team.
  3. We determine some major adjustments are necessary and that we could be the right team to help you get back on track. We will fully exp0lain our findings and how we determined them, fill you in on the optimal wealth investment and client service philosophies, and see if you agree that we are fit for each other.


Shouldn’t you know if you’re on the right track? Contact us today and set up your Second Opinion Service meeting. The only thing it costs is time and the results could be invaluable.

Entry Slots: Request  Second Opinion

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.

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.