Hello, I’m Mike Cordak. I’m the founder and owner of Optimum Wealth Management. I’m also a fellow Delta pilot that is starting my 20th year with the company. I created this firm due to the loss of our Defined Benefit Pension Plan during the bankruptcy process of 2006. Not a very pleasant time for any of us, to say the least!
I estimated that the average pilot didn’t have the time, skill, or interest in managing their “nest egg”. This left many pilots in a very precarious situation. My goal then, as it is now, was to provide professional, competent, and unbiased Investment Management and Financial Planning services from someone who lived the pilot lifestyle and could totally relate to our unique goals and concerns.
Optimum Wealth Management serves the financial, retirement, and wealth planning & management needs of Delta pilots. We do this starting from when a pilot is first hired all the way through the transition to retirement and beyond.
Our goal is to cultivate authentic life-long relationships with Delta pilots to help them and their families create, grow, and protect their wealth. Optimum Wealth Management, LLC is a Registered Investment Advisor and I am an Investment Advisor Representative, as well as an RICP®- Retirement Income Certified Professional®, so I have a legal and ethical duty to put your interests first! In addition, my firm does not offer any commission-based products.
By utilizing this “fee only” business model we can provide our clients with a relationship that has a substantially reduced possibility of conflicts. By combining this business model with our “fact-based investing” tactical investment management style, we create an environment that naturally allows us to fulfill our mission of bringing our clients financial peace of mind.
