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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:
We are a wealth management firm that specializes in helping successful people simplify the process of aligning their assets with their aspirations. |
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A balance sheet summarizes your assets and liabilities and reveals your net worth. Take this quick quiz to find out your Financial IQ Determine whether you should consider refinancing your mortgage. Retirement Plan Early Distribution Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan. |
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9805 Millwood Circle, Suite A Phone: 251-625-8885 |
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.