Our Company

Optimal Wealth Services is a financial planning firm located in a historic Bucks County, Pennsylvania. Established in 2012 by Elizabeth Gosek, the firm continues to expand by partnering with like-minded professionals to deliver holistic financial planning services based on fiduciary principles.

At Optimal Wealth Services, we provide services in the following areas:

  • Investment and Risk Management,

  • Retirement Income Planning, including 401(k) and IRA/Roth IRA Analysis,

  • Social Security Maximization,

  • Insurance Planning,

  • Forward Tax Planning, and

  • Legacy Planning.

Optimal Wealth Services is guided by passion to help all clients - individuals and business alike - achieve their financial goals. We are firm believers in educating our clients and the community on the benefits of financial and retirement planning through publications, seminars, and webinars.

We are fully committed to assisting you in pursuing and achieving your financial goals as well as attaining peace of mind that comes from knowing that your financial future is well-planned and taken care of.