Optimal Wealth Services Salary

Optimal Wealth Services Salary

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As of May 2026, the average annual salary for employees at Optimal Wealth Services in the United States is $97,179. This translates to an approximate hourly wage of $47. Salaries at Optimal Wealth Services typically range from $85,230 to $110,111 annually, reflecting the diverse roles and experience levels within the company.

How Much Does Optimal Wealth Services Pay for Different Roles?

Explore detailed salary information for specific jobs at Optimal Wealth Services. Based on our data, the highest paying job is the Managing Director, with an annual salary of $752,249. The table below outlines the annual salary ranges for most popular roles within the company.
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Current Job Openings at Optimal Wealth Services

Ready for your next career move? Explore current job openings at Optimal Wealth Services. Use the search tool below to find available positions by title and location and apply directly to start your career.

Is Optimal Wealth Services’s Pay Competitive? Salary Benchmarking Analysis

How does Optimal Wealth Services's compensation stack up against the industry and its key competitors? Our salary benchmarking analysis provides a clear comparison. The chart below visualizes this comparison alongside select peer companies.
Competitor / Benchmark Avg. Salary Variance Primary Market Influence Factor & Explanation
Resource Financial Planning Inc $93,381
-3.9%
Resource Financial Planning Inc may offer non-monetary perks in lieu of competitive base salaries.
Lexington Capital Management Inc $98,930
+1.8%
Suggests Lexington Capital Management Inc utilizes a highly similar base-plus-benefits compensation model.
The Circumference Group LLC $83,477
-14.1%
The Circumference Group LLC operates with a leaner overhead structure, impacting base wage offers.
Massar Capital Management LP $108,085
+11.2%
Driven by niche technical certifications required for Massar Capital Management LP's specialized projects.
Financial Services Industry $121,514
+25.0%
Pay variances are driven by organizational scale, specialized skill requirements, or geographic cost-of-living factors.
Need More Granular Data? The analysis above provides a high-level market overview. To benchmark specific job codes, adjust for real-time cost-of-living changes, or access verified HR-reported datasets, upgrade to Salary.com for Business. Precision matters when building your compensation strategy.

How Optimal Wealth Services's Salaries Compare to Similar Companies?

Explore companies in the same industry to compare average salaries, benefits, and career opportunities with those at Optimal Wealth Services. Click a company name to learn more.

Employee Reviews: Working at Optimal Wealth Services

Considering a career at Optimal Wealth Services? Explore authentic employee reviews to learn about the work environment, career growth opportunities, pay transparency and benefits. These first-hand insights can help you set realistic compensation expectations and make informed career decisions.
The company provides job security but can appeal to those seeking rapid change or growth. Meeting culture is efficient and purposeful. Communication is formal, with limited opportunities for employee feedback to influence change. There’s a clear path for advancement.
Commented in February 09, 2025
8
2
For an organization of employees, maintaining such a high standard of integrity and trust is commendable. Collaboration across teams fosters knowledge sharing and professional development. Great leadership team. Professional development is a priority, offering everything from workshops to global rotations. I’ve learned a lot and felt supported the whole time. Ergonomic assessments prevent strain....
Commented in June 13, 2024
47
2
Transparency, collaboration, and accountability are prioritized. Even in a highly structured setting, creativity is still welcome and valued. Communication is timely and transparent.
Commented in January 21, 2024
46
2

Optimal Wealth Services Overview

Website
www.optimalwealthservices.com
Founded In
2011
Employees
<25 employees
Industry
Financial Services
Headquarter Address
510 Floral Vale Blvd Yardley Pennsylvania PA 19067
Revenue
$5 Million - $10 Million
Phone Number
+1 2673998871
Social Media
About Optimal Wealth Services
Optimal Wealth Services is a financial planning firm located in Yardley, PA. It has been founded by Elizabeth Gosek, a financial adviser who has nearly 20 years of practice in the field. Our mission is to cooperate with our clients and create financial plans to help secure their future and meet their goals, basing on the fiduciary principles. DISCLAIMER: Securities and investment advisory services

What Benefits Does Optimal Wealth Services Offer Beyond Salary?

A competitive compensation package is more than just a salary. Optimal Wealth Services offers a comprehensive benefits package designed to support your health, financial future, and overall well-being. Below are the most common key benefits:
Social Security
401(K)
Disability
Healthcare
Pension
Time Off (days)
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What Is the Cost of Living Near Philadelphia?

Understanding the cost of living near Philadelphia is key to truly evaluating a salary offer or your current compensation at Optimal Wealth Services.
Philadelphia's Cost of Living Index is approximately 101.2 (1.2% more expensive than US average; 4.2% more than PA average). Major historic city, housing varies by neighborhood but can be high in Center City. SEPTA. When planning your budget based on a salary from Optimal Wealth Services, consider these typical monthly expenses:
Expense Category Estimated Monthly Cost Key Considerations / Notes
Housing (1-BR Apt Rent) $1,400 - $2,200+ A significant portion of Optimal Wealth Services salary. Location choices impact this heavily.
Utilities (Basic) $150 - $250 Electricity, Heating, Cooling, Water etc.
Public Transportation $96 (SEPTA TransPass monthly) Essential for most commuters; car ownership is costly.
Groceries (Single Person) $430 - $630 Can be higher with more dining out or specialty stores.
Personal & Leisure $400 - $750+ Dining out, entertainment, shopping. Highly variable.
Healthcare (Individual) $390 - $730+ Varies significantly by plan & employer contribution.
Subtotal (Excluding Taxes) $2,866 - $4,566+ This subtotal does not include income taxes (federal, state, local), which can significantly impact your take-home pay.

FAQs of Optimal Wealth Services

1. What is the typical salary range (low to high) for most roles at Optimal Wealth Services?

The typical annual salary range for most roles at Optimal Wealth Services is approximately from $85,230 to $110,111. It's important to remember that these are overall averages, actual salaries vary significantly based on specific job titles, years of experience, skills, and location.

2. How much does Optimal Wealth Services pay compared to Resource Financial Planning Inc?

The average annual salary at Optimal Wealth Services is $97,179, or an hourly wage of $47, in comparison to Resource Financial Planning Inc which pays $93,381 per year or $45 per hour.

3. How does experience level affect salary at Optimal Wealth Services?

Experience level is a significant factor in determining salary at Optimal Wealth Services, as it is with most employers. Generally, employees with more years of relevant experience and a proven track record can command higher salaries. For example, a senior-level role will typically have a higher pay band than an entry-level or mid-career position within the same job family.

4. How can I determine if a salary offer from Optimal Wealth Services in Philadelphia is fair given the local cost of living?

To determine if a salary offer from Optimal Wealth Services in Philadelphia is fair, first compare the gross salary to our data for similar roles at Optimal Wealth Services and its competitors (see our similar company salaries section) . Then, critically, use our "Cost of Living Insights for Philadelphia" to understand its purchasing power.

5. Why might an individual's actual salary at Optimal Wealth Services differ from the ranges shown here?

An individual's actual salary at Optimal Wealth Services can differ from our estimated ranges due to various factors. These include their specific years of experience in the role, unique skills or certifications, educational background, performance record, the specific team or department they join, negotiation outcomes, and even the precise timing of when they were hired relative to market fluctuations. Our ranges represent typical compensation.

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