Optimum Capital Strategies is identified by the Central Registration Depository ("CRD") number 148483. Entering CRD #148483 on the SEC's investment adviser public disclosure information page at www.advisorinfo.sec.gov will allow you to search for additional information on our company and portfolio managers. Optimum Capital Strategies LLC is a registered investment adviser in the States of Oregon and Washington. Investment advisers may not transact business in states where not appropriately registered or excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.
Welcome to Optimum Capital Strategies, LLC
We are an independent, fee-only financial advisory firm. We offer a simplified, practical and unbiased approach to serving our clients through comprehensive financial planning and asset management. We provide clarity and a sense of purpose to wealth generation and management and help you align your money with the lifestyle you want to lead.
Call us today at 971.250.0300.