Our Company

Optimal Wealth Services is a financial planning firm located in historic Bucks County, Pennsylvania. Founded in 2012 by Elizabeth Gosek, the firm provides comprehensive financial planning to individuals, families, and business owners through an approach grounded in personalized service and fiduciary principles.

Our work encompasses investment and risk management, retirement income planning, 401(k) and IRA/Roth IRA analysis, Social Security planning, insurance planning, forward tax planning, and legacy planning. Rather than looking at each piece of your financial life in isolation, we believe in looking at how those pieces work together - and how they can support the goals that matter to you.

Education is an important part of that process. Financial planning shouldn’t leave you wondering what was recommended or why. We strive to help our clients better understand their finances, the options available to them, and the reasoning behind the strategies we develop together.

As your life changes, your financial needs may change with it. Our goal is to be a resource you can turn to through those changes, helping you plan not only for the future, but for the life you want to enjoy along the way.