Client Login Contact Us
Book an appointment with Jordan School District Human Resources using SetMore


Optimize Wealth Management’s senior partner and portfolio manager, Matthew McGrath, cited specific thoughts on the reasons why people struggle with their finances. He believes many people are too intimidated to ask questions about money and don’t have defined financial goals.


“I am thrilled to be part of the Optimize Wealth Management team,” said Warren MacKenzie. “I have always been passionate about delivering advice rooted in sound investment principles to help clients achieve their specific financial goals. I look forward to continuing this tradition at Optimize.”

Matthew McGrath, Optimize Wealth Management’s Senior Partner & Portfolio Manager, said “We are very excited to welcome Warren to our team at Optimize.  Not only does he bring expertise in financial planning but also a dedication to always do the right thing for his clients. He will make a tremendous role model for our employees and his advice will be invaluable to our current and future clients.”.

“There appears to be a new investment advisory firm on the block and they are gathering a great deal of attention: they are portfolio managers focused on the individual wealth management sector and are purely no load and unbiased…”

“We are on the brink of a revolution in the way individuals manage their finances. A new firm Optimize Wealth Management has arrived which helps individuals better optimize their investments more efficiently and track their family finances…”

“Now, a new financial advisory model has been developed further by Optimize Wealth Management. It provides its clients with no load advice with the goal of optimizing their investment and other financial assets based on their specific financial and retirement goals…”

“Optimize Wealth Management announced the launch of its No Load Advisory Firm where individuals can receive personalized financial and investment strategies free from commissions or any conflicts of interest…”

“As investors become tired of lack-lustre performance and hidden fees, firms like Optimize Wealth Management are now leading the way for a new type of financial advisory firm which is built around and focused on the client…”

“Can a commissioned stockbroker be replaced by a no-load financial advisor? “Yes,” says Optimize Wealth Management, a leading wealth management firm which provides its clients with no-load advisory services focused on helping them achieve their specific financial goals…”

“The ongoing fee-versus-commission debate just get yanked in a whole new direction by Optimize Wealth Management. Now that’s unbiased financial advice that keeps clients’ interest front and center and costs at bay…”

“L’annonce de l’abolition, en 2012, des commissions versées aux conseillers qui vendent des produits de placement en Grande-Bretagne continue de susciter beaucoup de débat chez nous. Le projet de loi britannique prévoit…”

Read Our Blog