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Optometry Wealth Advisors helps optometrists bring their practice and personal finances together through comprehensive financial planning and investment management.
Our process is designed to help you understand, track, and improve the key indicators of your financial health. We address today’s priorities—such as cash flow, student loans, taxes, investing, and practice decisions—while keeping your long-term goals in focus.
We understand that student debt is often a necessary investment in an optometrist’s career. Our role is to help you evaluate repayment strategies in the context of your income, practice plans, family priorities, and broader wealth-building goals.
Whether you are an associate, preparing to buy or start a practice, or already building a successful business, we provide coordinated guidance to help you make informed decisions with greater clarity and confidence.
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We often send out our newsletter with news and great offers. We will never disclose your data to third parties and you can unsubscribe from the newsletter at any time.
Unfortunately, we’re unable to offer free samples. As a retailer, we buy all magazines from their publishers at the regular trade price. However, you could contact the magazine’s publisher directly to ask if they can send you a free copy.
You can create a new account at the end of the order process or on the following page. You can view all of your orders and subscriptions in your customer account. You can also change your addresses and your password.
No, you don’t have to create an account. But there are a few advantages if you create an account.
You never have to enter your billing and shipping address again
Find all of your orders, subscriptions and addresses in your account
Download invoices of your orders
No, we don’t have a physical store location at the moment. We accept only orders through our online shop and we’re shipping all orders with the Swiss Post Service. Please visit our shipping section for more details.
From time to time you will find us at design fairs and popup markets in Switzerland. Subscribe to our newsletter and you’ll receive the latest news.