Advisor at Optimum Wealth LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Duane Goodell is the sole advisor at Optimum Wealth LLC in Keene, NH, holding a Series 63 designation with 29 years of industry experience. He has worked with Optimum Wealth LLC since 2017 and was previously affiliated with Triad Advisors, Inc. from 2000 to 2017. Outside of his advisory role, he manages Optimum Financial LLC, which provides insurance, commercial lending brokerage, and marketing services. Optimum Wealth LLC is a fee-based financial planning and investment advisory firm serving individuals, businesses, and employer retirement plans. The firm offers comprehensive planning, discretionary management of variable annuities and life products, and ERISA plan consulting, often coordinating with third-party money managers to tailor client strategies and oversee ongoing performance.
Based on Optimum Wealth LLC
$400 initial plan setup fee for ongoing subscription financial planning
$275 per hour for financial planning and consulting
$150 per month for ongoing subscription financial planning
Account minimum: $100,000 Fee-only: $275 per hour for financial planning and consulting; $400 initial plan setup plus $150 per month for ongoing subscription planning
310 Marlboro Street
Keene, NH 03431
New Hampshire
Optimum Wealth LLC
2017 - Present (9 years)
Optimum Financial LLC
2000 - Present (26 years)
Triad Advisors, Inc.
2000 - 2017 (17 years)
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Insurance agent
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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