Explore other reviews about Optimize Wealth Management
5.0
10 Jun 2026
Anonymous employee
Current employee
Recommend
CEO approval
Business outlook
Pros
A lot of experienced employees willing to share advice with newer staff. More confidence after getting familiar with company expectations and daily responsibilities. Better understanding of office operations after spending time here. I like that managers communicate updates clearly and usually listen when employees raise concerns or ask questions.
Cons
Certain situations become frustrating when priorities suddenly change without much notice.
Extremely scary work environment. I became so stressed from the daily energy mainly form upper management. I left as soon as I could, but many people were fired within a few months. My first day I was given a desk assignment which notified the rest of the team that the person who sat here on the previous Friday had been let go.