Unparalleled Wealth Management

Crafting Legacies

We approach each relationship with a deep sense of humility & commitment. Our clients’ trust us with their futures, families and business needs. .

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We love challenges

We are a boutique, white glove service oriented advisory firm with a specific niche to professional service organizations . We are independent and have no obligation to meet production quotas with large organiztions . We work with multiple custodians such as Charles Schwab, 401K platforms and insurance carriers. We are headquartered in Chicago, Illinois and serves clients around the country in a fiduciary capacity. We take a holistic approach to managing the personal finances for our individual wealth clients. We also provide free financial guidance for the employees of our corporate clients. 

We care about your future

Optimized Financial Strategies was founded in 2004 and is engaged in several areas of financial service industry including, Financial Planning, Portfolio Management, Employee Benefits, and 401K plan Consulting. We work with clients across the nation.

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About GENE WITT

Gene has been actively involved in the financial industry for over 20 years.

Gene began his career in the restaurant industry with Chicago’s Lettuce Entertain You Enterprise and believes that quality service and education are the cornerstone to providing the sound financial advice to his clients. As a Certified Financial Planner Gene acts as a fiduciary in all aspects of advice he provides his clients in developing and implementing effective strategies that meet their goals. Gene has a B.S in Marketing and Economics from Fairleigh Dickinson University and continues to takes executive level Finance courses at the University of Chicago.

"Gene is all about customer care. He will take the time and effort to dig deeply into your issues and come up with viable solutions and options. He has never let us down as a client and I can always expect prompt and professional advice. He has always put us first, and that is a rare commodity these days!"

Steve Eddington | President at Electronic Search, Inc.