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optimum wealth llc 



November 2021 Newsletter



As we move through November the Holiday Season is getting into full swing! We hope everyone has a great Thanksgiving!

We would like to let everyone know that while we have a Primary business telephone number to reach us, we also have direct numbers that will get you directly to us or our voicemail:

603-357-1084: Primary Number, ask for each of us by our First name only
603-357-2254: Direct to Duane
603-460-4163: Direct to Jessica
603-352-8747: Direct to Steve
603-357-2354: FAX LINE

We hope that this is helpful in reaching us and we always work to return calls from messages that same day and as quickly as possible.

As always, if you have any questions feel free to reach out to us at any time as we are always happy to help.

Thank you!



You Can Be Both Frugal and Happy in Retirement

Frugal. It’s a word that some people wear like a badge of honor, and one that others dread. In fact, when building a retirement strategy, some people are working to avoid a retirement that requires them to be frugal.

Read More



The Word Circus Comes Full Circle¹

The word circus has the same root as “circle” and refers to something round. Ancient Roman amphitheaters were thus called circuses, due to their shape, and circus arenas today are similarly spherical, with the leader commonly referred to as the ringmaster.

The most famous Roman amphitheater was the Circus Maximus, which operated for over 1000 years. It roughly translates to “big round place”.


A Map for Your Family

A will is an essential legal document that describes how your estate should be distributed upon your death. It is the basis for the probate process and can serve as a guide for your heirs.

Read More



Pumpkin Pie White Chocolate Brownies

This dessert taste like brownies, white chocolate fudge, and pumpkin pie fell in love!

Get Cooking!


310 Marlboro Street
Keene, NH 03431
Ph: (603) 357-1084

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Advisory services are offered by Optimum Wealth LLC a Registered Investment Advisor in the State of New Hampshire. Insurance products and services are offered through Optimum Financial LLC dba Optimum Benefits, an affiliated company. Optimum Wealth LLC and Optimum Financial LLC are not affiliated with or endorsed by the Social Security Administration or any government agency, and are not engaged in the practice of law. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. The information contained herein is not an offer to sell or a solicitation of an offer to buy the securities, products or services mentioned, and no offers or sales will be made in jurisdictions in which the offer or sale of these securities, products or services is not qualified or otherwise exempt from regulation. The information contained in this material have been derived from sources believed to be reliable, but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed.

Optimum Wealth LLC and Optimum Financial LLC are not affiliated with or endorsed by Centers for Disease Control and or any government agency. The content of this email is for informational purposes only and should not be used to make any financial or personal decisions.


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