Optimis Wealth

I’m ready to help you feel more comfortable about your financial situation. Reach out and let’s talk about it.

Chief Investment Officer Brent Schutte discusses the risks and potential for unexpected opportunities in a rapidly changing global economy. https://spr.ly/604001WjQ

I want you to rethink how you talk about money. Reach out to learn more.

This checklist can help you get ready financially so you can focus on baby smiles.

Chief Investment Officer Brent Schutte discusses how to navigate the uncertainty caused by the latest economic data.

If you want your 2025 to be filled with results and not regrets, reach out today and we’ll figure out a personalized plan that works for you. *NM Consumer Sentiment Survey Q4 2024

Better conversations start with your goals and your blind spots. I want to help you get started on tomorrow’s better outcomes. Please reach out.

If you’re not using multiple options for your retirement, you could be missing out. I can help you uncover opportunities for your retirement savings.

Chief Investment Officer Brent Schutte discusses why consumer expectations of inflation could pose a challenge for the Fed.

You may think your investment options in retirement are limited, but you’ve got options. If you’d like help managing your portfolio, please reach out.