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Optimize Wealth Management

Is this your company?

The Owner sets the tone for a negative workplace - Financial Analyst Optimize Wealth Management Employee Review

1.0
6 Jul 2026
Recommend
CEO approval
Business outlook

Pros

Some of the people were nice.

Cons

Read all the reviews and proceed with caution. There were problems with the way employees were treated, how the company was managed, and how things were handled overall. The longer I stayed, the more stress it brought instead of any sense of growth. There's no HR team and no training to help new employees get started. You had to figure things out on your own without much guidance. Expectations were unclear, but any mistake was noticed right away. The owner created an abusive environment where people stayed quiet just to avoid getting called out. Employees were talked to without respect, and the tension in the office never really went away. Most people kept their heads down and focused on staying out of trouble instead of doing their best work. That kind of atmosphere slowly wears you down and adds a lot of stress. The hours were long, but the pay did not reflect the amount of work being done. Nobody really relaxed or connected with each other since everyone was busy trying to look productive. A free pizza once in a while was not enough to make up for everything else that was going on. Good morale takes much more than small gestures. Small business owners paid a lot of money hoping to connect with investors, but many did not get the opportunity they were expecting. When they asked about the results, the company simply referred them back to the contract. Turnover is crazy, they lose employees constantly.

Explore other reviews about Optimize Wealth Management

5.0
10 Jun 2026
Anonymous 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.

1.0
3 Jun 2026
Recommend
CEO approval
Business outlook

Pros

We would sometimes get pizza.

Cons

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.

4
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