Financial Advisors in Dallas, TX
As a hardworking individual, you’re proud of the wealth you’ve created for your family. And we’re proud to serve you!
Navigating Wealth Management for Our Clients
For three decades, Optima Asset Management has partnered with individuals and families nationwide who have accumulated exceptional wealth and need knowledgeable help on how to manage it well. With a personalized, boutique touch, we offer sophisticated, prudent guidance that delivers a clear road map for the future.
Confidence Based on Trust
Our credentialed Registered Investment Advisors always have your best interests at heart. As an employee-owned firm, our success is dependent on your success. With complete confidentiality, we offer personalized investment and wealth management solutions that aim to grow and protect your money for future generations.
Whether You're Building or
Protecting Wealth
Whether You're Building or Protecting Wealth
Optima works with individuals and families who have at least $1 million in investible assets. We strategize with those who have earned their wealth and plan to keep building, as well as inheritors who want to protect the legacy previous generations carefully cultivated.
Executives & Professionals
Corporate leaders who seek advice on managing complicated equity compensation packages, disciplined investment strategies, and financial protection for their families.
Business
Owners
Business Owners
Entrepreneurs who take on enough risk with their business and want financial stability and peace of mind at home.
Wealth In
Transition
Wealth In Transition
Inheritors who need to understand their financial landscape and plan their own future with confidence.
Multi-Gen
Families
Multi-Gen Families
Descendents of generational wealth looking to maximize opportunities for themselves while protecting the family’s legacy.
A Suite of Services for a Well-Rounded Financial Plan
Wealth Management
Achieve your goals and enjoy life with a methodical financial plan that’s centered on your personal situation.
Investment Management
Control costs, diversify properly, allocate strategically, and maintain the discipline to stay the course.
Family Office Services
Hire a CFO to corral your family’s sprawling assets and supervise the financial details.
Philanthropy & Charitable Giving
Give generously to your community for years to come with strategic philanthropic strategies.
Next-Gen & Legacy Services
Prepare your heirs to continue the family’s mission through tax-efficient wealth transfer.
Wealth Transition Services
Worry less and feel empowered as you take on the lead role for your family’s wealth.
Discover the Power of Integrated Wealth Management
Our Office
8144 Walnut Hill Lane, Suite 1180, Dallas, Texas 75231
Schedule a Meeting
We can meet in our Dallas office or online.
Call Us
Personalized financial advice is just a phone call away.
Email Us
Send us a question, and we’ll respond quickly.
