About Us
Your Trusted Partner
Expertise That Makes a Difference
At Wealth Optimization Network, we understand your unique financial needs and have the expertise to efficiently help you navigate the ever-changing world of financial planning.
Our team of Financial Planners, Wealth Management Partners, and Risk Management Personnel are well-versed in working with business owners, individuals, families, and executives. Let us partner with you, to help you achieve financial health, well-being, and independence.
Led by James M. Honaker, a CERTIFIED FINANCIAL PLANNER™ professional, our teams excel in active listening, ensuring no detail is missed. We’re committed to fully comprehending your concerns, situations, and needs—it’s the cornerstone of our business.
In finance, knowledge is power. The seasoned specialists in our Financial Planning, Wealth Management, and Individual & Group Products divisions collaborate to offer comprehensive financial planning services with an area of focus and expertise in Holistic Financial Planning, Financial Independence, Multi-generational Trust, Estate Planning Strategies, and Preservation, Family Philanthropy and Legacy Planning, Retirement Planning, Investment Management Planning, Insurance Analysis, CEO + Leadership Team Development, Strategic Business Planning, Business Owner Planning, Business Succession and Transition Planning, Tax Reduction Strategies, Employee Benefits, and Business Owner Planning to include exit strategies, case design, strategy, technique and asset protection.
A Roadmap for Your Financial Journey
The financial planning services we provide are the roadmap to your financial journey, uniquely tailored to you. Understanding, Expertise, and Care are the core pillars of our approach—and they’re integrated into all that we do, every phone call, email, and virtual or in-person meeting.
Every individual, family, and business is as unique as your financial circumstances. Our journey begins with a deep dive to ensure we thoroughly understand your goals, aspirations, and challenges. This critical step enables us to create a customized roadmap that aligns with your financial ambitions.
Care and Compassion at the Core
We understand that making financial decisions and the journey to financial security can be challenging—which is why our commitment to you goes beyond numbers and spreadsheets.
Our approach to client relationships involves care, emphasizing trust and empathy. Acting as your advocate, we’re dedicated to educating and guiding you through the intricacies of the financial landscape.
You’re not just another client, but a valued partner on a shared journey toward financial prosperity.
At Wealth Optimization Network we believe in a holistic approach to financial success and our services extend beyond traditional financial planning. Our goal is to optimize your wealth, protect your assets, and secure your financial future.
Our Unique Value Proposition
In the complex world of financial planning and wealth management, your financial services provider should be more than average. Wealth Optimization Network acts as a trusted partner and an experienced guide to help you navigate your financial landscape.
Working with us, you benefit from three unique advantages that set us apart from the rest:
Innovative Creative Financial Design Concepts
At Wealth Optimization Network, we believe innovation is key to good financial planning. We begin by introducing innovative financial concepts, bringing several creative design ideas to the table, that fit your unique planning needs. Many of these ideas may be new to you, bringing both fresh perspectives and opportunities.
Client Collaboration & Coordination
We understand that your financial life is complex, involving multiple facets. We don’t just give advice; we’re great at coordinating. We work closely with your other trusted advisors, including your accountant and attorney, to ensure everyone collaborates to help you reach your financial goals. The result? A coordinated approach to managing your wealth.
Catalyst for Action
While a carefully crafted financial plan is the start, what truly matters is putting that plan into action. We’re here to make your financial strategy a reality—after all, a plan, no matter how brilliant, holds little value unless properly implemented. We’re the driving force behind making your financial strategy a tangible reality.