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Since 2018
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Support your ambitions throughout your life with a long-term financial plan designed around your household income and needs.
Get a customized investment strategy tailored to your goals, risk profile, professional compensation, legacy investments, and illiquid assets.
Simplify your life by outsourcing day-to-day financial management with our suite of family office services.
Support your community and favorite causes for the long-term with sophisticated, tax-saving strategies.
Provide for future generations while maintaining family values through tax-efficient estate planning.
Maintain control through life’s big financial transitions such as death, succession planning, and unexpected windfalls.
The Optima Asset Management team specializes in helping accomplished business professionals and their families manage their money through life’s transitions.
Successful entrepreneurs who want to be just as methodical and prudent in managing their personal wealth as they were building their businesses.
Individuals who need compassionate guidance with managing through challenging moments such as death of a loved one, divorce, or unexpected inheritance.
The children, grandchildren and other heirs of legacy wealth who need education and a new financial plan personalized for them.
8144 Walnut Hill Lane, Suite 1180, Dallas, Texas 75231
We can meet in our Dallas office or online.
Personalized financial advice is just a phone call away.
Send us a question, and we’ll respond quickly.
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