What We Do
Gain clarity, confidence, and peace of mind with a customized wealth plan designed to secure your future.
Wealth Management
Reach your financial goals with an integrated financial plan including education planning, retirement income planning, tax strategies, and more.
Investment Management
Maximize the income potential of all your assets with disciplined, cost-efficient investment portfolios.
Family Office Services
Let us focus on the financial details of your family enterprise so you can work on the bigger picture.
Philanthropy & Charitable Giving
Select from a variety of tax-advantaged gifting strategies so you can give with purpose.
Next-Gen & Legacy Services
Transfer wealth to multiple generations with sophisticated vehicles such as trusts and foundations.
Wealth Transition Services
Lean on a trustworthy partner through challenging life transitions such as succession planning and inheritance.
What You Can Expect from Us
Trustworthy Integrity
Personalized Experience
Disciplined Stewardship
Working Together for Your Success
Paul Lightfoot CFP®, CIMA®, CPWA®
Archie Ponce, CFP®
Angela Wilson
Get to Know Optima
How are you different from other wealth managers?
Do you have a minimum portfolio size?
Optima’s minimum portfolio size is $1,000,000. Establishing a minimum allows us to provide the necessary level of service that clients with significant assets deserve.
Where will my money be held?
What are your fees?
Optima’s fee model is simple, transparent and based on the size of your portfolio. All the firm’s compensation comes exclusively from clients in the form of management fees.
Our full-service wealth management includes the ongoing management of client investments, as well as a complete suite of financial planning services that support you in every aspect of managing your finances. This integrated service is covered by a single fee, calculated as a percentage of assets under management.
| Portfolio Size | Fee Rate (Annualized) |
|---|---|
| Under $3 million | 0.75% |
| $3 million – $10 million | 0.65% |
| Over $10 million | 0.50% |
Contact Us to Find Out More About Our Services
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.
