William G. (Greg) Dorriety

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Welcome to Optimum Asset Management, Inc! Whether you are planning a groundbreaking scientific achievement or planning your retirement, the steps are essentially the same. You will:

Define your objective.
Assess your current assets.
Detemine what resources you require.
Identify desired outcomes.
Prepare for unforeseen events.

We are a wealth management firm that specializes in helping successful people simplify the process of aligning their assets with their aspirations.

Calculators

Disability Income Insurance

How much Disability Income Insurance do you need?

Car Affordability

How much can you afford to pay for a car?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

More Calculators →

Newsletters

A Long Look at the National Debt

To better comprehend the size and scope of the national debt, it helps to measure it against the size of the overall economy.

A New Way to Diversify

Exchange-traded funds are unique investments that resemble mutual funds in some ways and behave like stock in other ways.

Get Your Retirement Reality Check

A retirement needs-calculation goes beyond the commonly suggested target to have 70% of pre-retirement income.

Playing Catch-Up with Contributions

Something as simple as increasing your contributions to tax-advantaged retirement programs can go a long way toward helping you pursue your long-term financial goals.

More Newsletters →

About Us

Learning Center

Articles

Educate yourself on a variety of financial topics.
Calculators

A host of financial tools to assist you.
Newsletters

Timely Newsletters to help you stay current.
E-Seminars

Animated presentations to help you learn and decide.
Glossary

Financial terms from A to Z.
Tax Library

Manage your taxes and prepare for the upcoming tax season.

9805 Millwood Circle, Suite A
Daphne, AL 36526

Phone: 251-625-8885
Fax: 251-625-0117

oam@optimumgrp.com

William G. (Greg) Dorriety is a Registered Representative of and offers securities products and services through Royal Alliance Associates, Inc., Member FINRA/SIPC, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the States of Alabama, Arizona, Florida, Kentucky, Mississippi, Ohio and Oklahoma. No offers may be made or accepted from any resident outside the specific state(s) referenced.

If Registered Investment Advisor is SEC registered:

William G. (Grege) Dorriety is also separately registered as an investment advisor representative under Investment Advisors Asset Management, LLC, a Registered Investment Advisor, registered with the Securities and Exchange Commission. Optimum Asset Management is affiliated with Investment Advisors Asset Management, and both entities are not affiliated with Royal Alliance Associates. As such, advisory services are strictly intended for individuals residing in the states where we have notice filed: Alabama, Florida, Kansas, Massachusetts, Nebraska, New Hampshire, New Jersey, New York, Pennsylvania.
IMPORTANT CONSUMER INFORMATION:

A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker-dealer, investment adviser, BD agent or IA rep registration requirements, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirement, or an applicable exemption or exclusion.

For information concerning the licensing status or disciplinary history of broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.