Financial success doesn't happen by chance.

Optimis Wealth Team

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 by Forbes. Many thanks to our hardworking team, amazing clients, and partnership with Northwestern Mutual. This wouldn’t have been possible without you.