Office Locations: 1431 Opus Pl, office 110, Downers Grove, IL 60515 | 534 Buck Collins Rd, Forest City, NC 28043 | 4125 E Graphite Rd, San Tan Valley, AZ, 85143

Investment Management to Optimize Your Wealth

Optimal Wealth & Investments (OWI) is committed to helping individuals, couples, families, and small business address their financial intentions.  This is accomplished through several means, and on a continuous basis for clients.  The process goes well beyond the "investments" category, as tax planning, estate planning, debt management, insurance planning, education planning, and much more are vital components for optimizing the entire financial picture. 

Regarding investment management, OWI takes a pro-active approach to deploying capital for clients, attempting to maximize the reward for a given level risk.  OWI has developed proprietary trading models based on a relative strength merit based system.   The ultimate goal is to build, preserve, and distribute clients wealth through ethical and effective wealth management.