Ira Sager
Advisor at Optimal Wealth
Updated today
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.
Firm
Optimal Wealth
Location
Sudbury, MA 01776
Credentials
CFP®, Series 66
Industry experience
21 years
About
Ira Sager is a CFP® professional with 21 years of experience in financial planning and investment advice. He is the owner and managing director of Optimal Wealth and has previously worked at firms including Purshe Kaplan Sterling Investments and First Allied Advisory Services. Outside of his advisory role, he teaches financial literacy courses through Power of Zero. Optimal Wealth serves individual and high-net-worth clients as well as pension and profit-sharing plans, managing approximately $76 million in client assets. The firm offers portfolio wealth management, financial planning, pension consulting, and advises on DST/1031 real estate exchange opportunities, tailoring investment strategies to client risk tolerance and conducting regular portfolio reviews.
Client services
Based on Optimal Wealth
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
Based on Optimal Wealth
Real estate investing
Wealth management
Charitable giving & philanthropy
Fee options
Financial planning fees range from $2,500 to $8,000 depending on complexity; Educational seminars/workshops fee $29 per course.
0.80% (Pension and 401(k) Consulting Services)
Insurance commissions from insurance product sales; commissions from registered representative activities until 04/2021.
Account minimum: $500,000 (negotiable)
Location
144 North Road, Suite 1150
Sudbury, MA 01776
Most active in
Ira S has reported serving >5 clients in these states in the last 12 months.
Massachusetts · Texas
Work history
Optiwealth, LLC dba Optimum Wealth
2019 - Present (7 years)
Purshe Kaplan Sterling Investments
2019 - 2021 (2 years)
Fiduciary Planning, LLC
2019 - 2019 (1 year)
Sorrento Pacific Financial, LLC
2019 - 2019 (1 year)
First Allied Advisory Services, Inc.
2012 - 2019 (7 years)
First Allied Securities, INC
2012 - 2019 (7 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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