OPTIMAL WEALTH GROUP
Updated 32 days ago
6701 Democracy Blvd, Suite 300 Bethesda MD 20817
Optimal Wealth Group is a Wealth Management firm that supports you financially and holistically - which means that we strive to understand every aspect of your life prior to presenting you with Investment Opportunities. We understand that to be truly wealthy, you must also be truly healthy - of mind, body, and spirit... Our mission is to understand your needs, wants, and desires - as well as your values, your boundaries, and your ability to withstand or tolerate risk - to help you reach your investment, wellness, and lifestyle goals based on who you are as a person... After all, we all live multidimensional lives and, as individuals, we have a complex makeup in a complex world. We can't afford to be masters of one domain yet be completely deficient or devoid in all the others. Therefore, only after we get to know you as a person, your aspirations and motivations, will we represent you as a professional and as a potential investor. In other words, we begin by investing in you and your..