Optimal Wealth & Investments

Specialties

We provide a variety of financial advisory services including but not limited to:

–Tax planning

–Investment advise and managment

–Insurance and risk managment

–Estate planning

–Retirement planning

–etc.

History

Established in 1992.

Optimal Wealth & Investments Inc., (OWI) founded in 1992, is a premier comprehensive wealth management solution provider, located in Naperville IL. Kevin Holland, the Firm’s founder and president, began his professional career in 1976 at KPMG, one of the world’s leading major accounting firms. After having practiced in KPMG;s audit and international tax divisions for over two years, Kevin was recruited by the Chicago Mercantile Exchange (now the CME Group), to develop its initial regulatory programs in the areas of sales practices, operational compliance and financial reporting. While at the CME, Kevin began to prepare tax returns during evening and weekends. Based on Kevin’s involvement in the capital markets, tax clients sought advice in investments and in other personal financial matters. In 1986, Kevin obtained his CFP designation and began to provide clients with investments and financial planning advice. Kevin was promoted to Vice President of financial regulations and served in

Meet the Business Owner

Kevin H.

Business Owner

AAMS (Accredited Asset Managment Specialist), CFP (Certified Financial Planner), CPA (Certified Public Accountant), CMFC (Chartered Mutual Fund Counselor).