Financial success doesn't happen by chance.
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.
We're top ranked by Forbes
Chad Greer has been recognized as a Best-In-State Wealth Advisor and a Top Financial Security Professional by Forbes. Many thanks to our hardworking team, amazing clients, and partnership with Northwestern Mutual. This wouldn’t have been possible without you.
Forbes "Best-in-State Wealth Advisors" list (April 2023), based upon data as of 6/30/2022. Forbes Top Financial Security Professionals Best in State List (July 2022), based upon data as of 12/31/2021. Research and rankings provided by SHOOK Research. Northwestern Mutual & its advisors do not pay for placement on 3rd party rating lists, but do pay marketing fees to these organizations to promote the rating (s). Rankings and recognitions are no guarantee of future investment success.