OPTIMIZED FINANCIAL STRATEGIES

Optimized Financial Strategies was founded in 2004 and is engaged in several areas of financial service industry including, Financial Planning, Portfolio Management, Employee Benefits, and 401K plan Consulting. We work with clients across the nation... Learn about Optimized Financial Strategies, a boutique financial advisory firm in Chicago, IL, providing wealth management services nationwide since 2004. Contact Gene Witt, a Certified Financial Planner, for personalized advice... We are a boutique, white glove service oriented advisory firm with a specific niche to professional service organizations . We are independent and have no obligation to meet production quotas with large organiztions . We work with multiple custodians such as Charles Schwab, 401K platforms and insurance carriers. We are headquartered in Chicago, Illinois and serves clients around the country in a fiduciary capacity. We take a holistic approach to managing the personal finances for our individual wealth..

Primary location: Chicago United States