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Optimum Wealth Management

The Pros and Cons of a Big Tax Refund

Is receiving a big tax refund a reason to celebrate?

Optimum Wealth Management, LLC is a registered investment adviser located in Pierre, South Dakota. Optimum Wealth Management, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Optimum Wealth Management, LLC's web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Optimum Wealth Management, LLCs' web site on the Internet should not be construed by any consumer and/or prospective client as Optimum Wealth Management, LLC's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Optimum Wealth Management, LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Optimum Wealth Management, LLC's, please contact the state securities regulators for those states in which Optimum Wealth Management, LLC maintains a registration filing. A copy of Optimum Wealth Management, LLC's current written disclosure statement discussing Optimum Wealth Management, LLC's business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Optimum Wealth Management, LLC upon written request. Optimum Wealth Management, LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Optimum Wealth Management, LLC's web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.

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