HOLISTIC WEALTH MANAGEMENT & WELLNESS AND LIFESTYLE SUPPORT
Growing wealth and maintaining wellness has never been more challenging for busy professionals with investable assets than it is today. While investment opportunities abound in our contemporary, interconnected world – the stress of being constantly connected, as well as the speed at which the world seems to move, can often be overwhelming. Finding the holistic support that you need, and can trust to help you maintain your assets and your health, will often determine the direction of your future.
“Advisors… need to differentiate themselves and demonstrate what they can add to the process. Holistic financial planning enables them to do this.”– Nicolas Owens, Head of Research Integration, Morningstar
Optimal Wealth Group is a Wealth Management firm that supports you financially and holistically – which means that we strive to understand every aspect of your life prior to presenting you with Investment Opportunities. We understand that to be truly wealthy, you must also be truly healthy – of mind, body, and spirit.
After all, we all live multidimensional lives and, as individuals, we have a complex makeup in a complex world. We can’t afford to be masters of one domain yet be completely deficient or devoid in all the others. Therefore, only after we get to know you as a person, your aspirations and motivations, will we represent you as a professional and as a potential investor. In other words, we begin by investing in you and your needs.
Our mission is to understand your needs, wants, and desires – as well as your values, your boundaries, and your ability to withstand or tolerate risk – to help you reach your investment, wellness, and lifestyle goals based on who you are as a person.
Sanjay Jain, MD, MBA
Doctor Sanjay Jain, M.D. is an accomplished medical doctor, health expert, life coach, inspirational keynote speaker, and New York Times Best Selling author who has dedicated his life to helping people find their purpose by achieving a meaningful life that they deeply cherish. A passionate life-loving man, Dr. Jain has studied principles of healthy living, happiness, life balance, and self development for several years. [Learn more…]
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