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Optimirror

Our own financial software tool powered by a patented proprietary algorithm

WHAT IS OPTIMIRROR
Optimirror is a powerful financial planning tool that helps clients make informed decisions about how to allocate their resources in order to achieve their financial goals. At Ongoing Wealth Management, we use Optimirror to help our clients optimize the financial health of their personal and business financial plans.
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“ The goal of Optimirror’s compounding algorithms is to increase net worth over time ”
FEATURES

Optimirror is also available as a stand-alone desktop financial planning software used for holistic cash flow optimization of:

  • Budget surpluses and shortages

  • Fixed Income payments

  • Credit Card, Mortgage, Student & Business Loan payments

  • Interest cost savings

  • Cost efficient income replacement solutions

  • Tax efficient investment portfolios for major purchases

  • Retirement goal planning

  • Estate tax gifting goal solutions

  • Taxable, Tax Deferred, and Tax Free fixed and variable portfolio distribution plans

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OWM LLC, dba Ongoing Wealth Management, a registered investment adviser has selected Charles Schwab & Co., Inc. as primary custodian for our clients’ account.

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Institutional Intelligent Portfolios® is a trademark of Charles Schwab & Co., Inc., used under license.

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Certain brokerage securities transactions are effected offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC.

 

Headquartered at 80 State Street, Albany, NY 12207.

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Purshe Kaplan Sterling Investments and Ongoing Wealth Management are not affiliated companies.

Investments through PKS are: NOT FDIC INSURED, NOT BANK GUARANTEED, MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL, NOT INSURED BY ANY STATE OR FEDERAL AGENCY.

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*All investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client's portfolio. Asset allocation and diversification or the use of our system does not ensure or guarantee better performance and cannot eliminate the risk of investment losses.

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OWM is registered as an investment adviser with the SEC/State and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by the SEC/State nor does it indicate that the adviser has attained a particular level of skill or ability.

 

This website is a publication of OWM. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors on the date of publication and are subject to change. Content should not be construed as personalized investment advice or as an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein. A professional adviser should be consulted before implementing any of the strategies presented.

 

Hyperlinks on this website are provided as a convenience, and we disclaim any responsibility for information, services or products found on websites linked hereto.

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© 2023 all rights reserved by OWM LLC

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