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Adam Chaney, CFP®, CRPC®
Optimal Wealth

Tel: 630-544-5350
1717 N. Naper Blvd.
Suite 303
Naperville, IL 60563

About Optimal Wealth

My Mission Statement is "Helping People Build, Preserve & Distribute Their Wealth Through Ethical & Effective Wealth Management". The primary focus of our proprietary investment management process reduces risk during declining markets to avoid significant losses in portfolio values and still participate in the majority of advances in rising markets. Our motto is advance and protect. Our active management process is designed to optimize risk-adjusted returns. A passive approach is available.

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General Information

Insurance License#:   17108414
Name of Broker/Dealer:   LPL Financial Corporation
Name of Custodial Firm:   LPL Financial Corporation
Work with the following types of clients:   Individual Investors, Businesses
Advisory Services Provided:   Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Investment Advice & Management, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Individuals, 401K Rollovers

Services

Can meet clients in the following ways:   Your Office, Your Office, Via Email, Via Phone, Your Home, Video Conference, Video Conference

Firm Information

Advisor's Number of Clients:   140
Assets Managed by Advisor:   $100000

Compensation and Fees

Compensation Methods:   Based on Assets, Hourly, Flat Fee, Commissions

Education

BA   Norther Illinois Univesity
MBA   ePaul University

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