OPTIMAL WEALTH STRATEGY GROUP
Strategic Growth Advisor
Sam began his financial career as a CS agent in August 1998 with Harford financial group. Then he transitioned his career in 2001 as a financial analyst with a Fortune 500 company. His passion for business entrepreneurship/investment leads him to step out and start multiple businesses over the last 20+ yea
Strategic Growth Advisor
Sam began his financial career as a CS agent in August 1998 with Harford financial group. Then he transitioned his career in 2001 as a financial analyst with a Fortune 500 company. His passion for business entrepreneurship/investment leads him to step out and start multiple businesses over the last 20+ years. Last few years he had refined his passion and has been focusing on helping high-income earners/businesses, using strategic tools like Hybrid Premium Finance(Leverage)-Privatized banking(Compound interest)-Trust strategies(Asset protection/Tax advantages).
We at OWSG are very passionate about helping people achieve their financial goals through strategic planning. Please allow us to serve your financial planning needs.
Sports, mentoring, non-profits, and travel are some of his extra activities and passion.
Our mission is to educate and empower individuals and businesses by utilizing hybrid financing, infinite banking concept, and trust strategies for wealth accumulation/legacy planning.
Last updated January 01, 2023
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