“When you think about what you have achieved in life, one fact is illuminated: You and your wealth can do enormous amounts of good for many, many people – not just yourself and your family, but your community, even the world at large. In the end, you have a responsibility to make smart decisions about your wealth so that it can do as much good as possible. You owe it to yourself and to the people and organization you care about most to work with an independent Optimal Wealth Advisor, like us, who can help you do the job right.”

 

 

Dedicated to Your Lifelong Success

“Good fortune is what happens when opportunity meets with planning” – Thomas Edison


We help clients gain control of the two most important areas of their lives, their financial health and wealth, using a long-term strategy to meet their goals of: reducing risk, lowering taxes, and controlling costs, while finding the best opportunities to help them grow their wealth over time.

As an independent firm we act as a valued partner who can help you tie your investment plan into your overall life plan. Not only can we provide you with guidance, counseling, monitoring and discipline, we can be a valued catalyst to encourage you to plan ahead for the expected and unexpected.

What carves us out and makes us unique is we start with our clients end goals in mind then we put together strategies and investments to help get them there. We are dedicated to helping clients reach their goals and believe strongly that our approach can make a real difference as we work together to:

  1. Design a plan to meet your life goals
  2. Build your plan using scientific and academic research
  3. Protect your plan with a disciplined and structured approach

 

 


Take the next step.

Contact Joyce Blonskij
Ph: (916) 534-7327
Email:  Joyce@Blonskij.com