THE DELTA PILOT'S ADVISOR

Wealth Management For Delta Pilots in Woodstock, GA

At Optimum Wealth Management we believe there is a new and better way to provide unbiased financial advice.

By combining an ethical, fee-only business model with a Fact Based, highly data driven, and tactical investment strategy, we can concentrate on providing you with a financial framework that is focused on your goals and values.

The purpose of all this is to provide you with financial peace of mind.

Delta Pilots

Welcome to the online home of Optimum Wealth Management. We thank you for taking the time to visit us and hope you find your experience here interesting and helpful.

Optimum Wealth Management was specifically designed around you and the unique challenges and changes that we continue to face each day of our career:

  1. FAA Mandatory age 65 Retirement.
  2. FAA Health and Medical Requirements.
  3. Pilots usually spend one third to one half of their time away from home and family.
  4. Specific Risks of: Mergers/Acquisitions, Furlough, Bankruptcy.
  5. Constantly Offered Financial Schemes and Get-Rich-Quick Gimmicks.

Independent Financial Planning Services

We focus first and foremost on the best interests of our clients.

Because we are an independent investment firm we can offer a wide range of investment vehicles without the sales pressure often found in the larger brokerage firms. We are under no pressure to promote proprietary products or meet sales quotas, our focus is on identifying investment vehicles that best fit our client’s needs, time horizon and risk profile.

Optimum Wealth Management represents the best of both worlds: a small, boutique firm with access to the resources of a large broker/dealer.