Chad Greer, CLU®
Wealth Management Advisor


Optimis Wealth

At Optimis Wealth, we deliver a team-based approach to financial planning and client service. Our experienced specialists work together to help our clients achieve their financial goals and provide a level of service that elevates the entire client experience.

Optimis Wealth Team

 

How Do You Take A Business Dream And Turn It Into Reality?

Shaun Silva achieved success working with nationally known country music artists, so much so that he was able to start his own business, but he knew he needed a plan going forward. Watch the video or read the Forbes article highlighting Shaun's journey and how Chad Greer played a key role in helping him reach his goals.


 

Largest Dividend Payout in Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history.  Read more.

Retirement and Taxes: How to Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more

A Guide to Your Finances in Your 40s

With your 40s comes competing money goals. Here’s how to manage them. See how

 

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