Theorem Wealth Management, also known as The Optimal Retirement & Estate Management, is a Dallas-based advisory firm dedicated to simplifying retirement planning for individuals, families, and business owners. Their mission centers on designing personalized retirement plans, investment strategies, and client experiences that alleviate the stress associated with financial management.

Employing a three-step process—understanding clients’ financial visions, crafting tailored wealth plans, and providing ongoing advice and education—they offer comprehensive services including wealth and investment planning, estate and trust planning, family office services, and business owner strategies.

Theorem emphasizes clarity, transparency, and a client-centric approach, aiming to help clients achieve financial independence and a fulfilling retirement lifestyle.