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About Our Firm

Optimal Strategy exists to help people think about their money - and their bodies -  differently.

Whether you're just beginning to build long-term wealth or preparing for a comfortable retirement, our approach balances smart financial planning with an appreciation for how lifestyle and wellness choices impact your finances.

It’s not just about wealth. It's about living optimally - today and for decades to come.

Meet Your Team

Optimal Strategy was founded by Jeff Bryant, who along with Mike Waterhouse, are two experienced financial professionals who share a belief that financial strength and personal wellbeing are deeply connected. Together they bring decades of experience and a shared commitment to helping clients live healthier, wealthier lives. 

Jeff Bryant

Jeff Bryant

Financial Advisor

Mike Waterhouse

Mike Waterhouse

Financial Advisor

Connect with Us

Schedule a call to start your journey towards better health and wealth

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