# Optima Asset Management

> Optima's fiduciary investment advisors partner with families for 25\+ years, providing customized wealth management as your personal CFO\.

Generated by Yoast SEO v27.4, this is an llms.txt file, meant for consumption by LLMs.

## Pages
- [Home](https://www.optimaassetmgt.com/)
- [Insights](https://www.optimaassetmgt.com/financial-insights/)
- [Videos](https://www.optimaassetmgt.com/financial-investment-video-resources/)
- [Wealth Management Services](https://www.optimaassetmgt.com/services/private-wealth-management/)
- [About Us](https://www.optimaassetmgt.com/about-fiduciary-investment-wealth-advisor/)

## Posts
- [The Coordination Factor: How to Align Your CPA, Attorney, and Financial Advisor](https://www.optimaassetmgt.com/aligning-financial-advisor-cpa-attorney/): You work with a CPA, estate attorney, and financial advisor, but is your team coordinated? Learn how a Personal CFO approach can achieve greater alignment\. 
- [Financial Planning and Helping Older Parents Age Gracefully](https://www.optimaassetmgt.com/eldercare-helping-older-parents-age-gracefully/)
- [From Boat Buying to Beach Homes: Planning “Fun” Expenses in Retirement](https://www.optimaassetmgt.com/planning-fun-expenses-retirement/): Dreaming of a lake house or extended travel in retirement? Plan major lifestyle purchases without putting your long\-term financial independence at risk\. 
- [Archie Ponce, CFP® Named to AdvisorHub's 2026 Advisors to Watch: Under $1B List](https://www.optimaassetmgt.com/archie-ponce-cfp-advisorhub-advisors-to-watch-2026/): Archie Ponce, CFP®, Executive Vice President and Managing Partner, has been named to AdvisorHub's 2026 Advisors to Watch: Under $1B list\.
- [Looking Back on the Year in the Markets](https://www.optimaassetmgt.com/a-look-back-at-2025-market-performance-and-outlook/)

## Team Members
- [Angela Wilson](https://www.optimaassetmgt.com/team/angela-wilson/): Office Manager
- [Archie Ponce, CFP®](https://www.optimaassetmgt.com/team/archie-ponce-cfp/): Executive Vice President
- [Paul Lightfoot CFP®, CIMA®, CPWA®](https://www.optimaassetmgt.com/team/paul-lightfoot-cfp-cima-cpwa/): President

## Webinars
- [Family Preparedness Plan: The 3 Questions Every Family Should Be Able to Answer](https://www.optimaassetmgt.com/webinar/drafting-your-family-preparedness-plan/): A family preparedness plan helps your loved ones find key documents, know what to do next, and who to call\. See the three steps here\.
- [So You've Been Named Executor: Now What?](https://www.optimaassetmgt.com/webinar/named-an-executor-what-you-need-to-know/): Learn what it means to serve as an executor or successor trustee in Texas, including probate timelines, key responsibilities, common mistakes to avoid, and steps you can take today to prepare your own estate plan\. Watch the full webinar from Optima Asset Management\.
- [Year\-End Tax Planning: How to Reduce Your Tax Bill before December 31st](https://www.optimaassetmgt.com/webinar/year-end-tax-planning-how-to-reduce-your-tax-bill-before-december-31st/): Join Optima’s President, Paul Lightfoot, for a timely discussion on key year\-end tax strategies before major tax law changes take effect\.

## Optional
- [Sitemap index](https://www.optimaassetmgt.com/sitemap_index.xml)