Tailored Wealth Management
Client-focused financial guidance to support your ambitions throughout your life and beyond.
Financial Planning
As you’ve been busy working and caring for your family, you suddenly realize you have more assets and liabilities than you can manage alone. At Optima Asset Management, we’ll figure out what you have and what you need. Then we’ll set guardrails designed to meet your near- and long-term financial goals and secure your family’s future with peace of mind.
- Cash flow analysis
- Risk management
- Retirement and education planning
Tax Planning
Everywhere you go – with every dollar you earn and every dollar you spend – it seems like the tax collector is right there to take a piece of your money. We’ll be by your side at every step with strategies designed to minimize taxes and help you save more for your family.
- Liquidity planning
- Charitable giving
- Investments
Estate Planning
- Wills and trusts
- Gifting strategies
- Philanthropy
Trustworthy Guidance for Today and Tomorrow
Diligent Attention
Thoughtful Stewardship
Independent Integrity
You Benefit from Integrated Wealth Management
Family Office Services
Additional hands-on services for exceptional multi-generation wealth.
Investment Management
Protect and grow your assets for the long-term with a personalized investment plan.
Wealth Transition Services
We’ll guide you through challenging financial moments including personal loss and career transitions.
Philanthropy & Charitable Giving
Understand the advantages and disadvantages of DAFs, family trusts, and private foundations.
Next-Gen & Legacy Services
We’ll provide guidance to your loved ones so they can continue your tradition of diligent and prudent wealth management.
All Services
Have peace of mind in knowing that your wishes will be respected and your loved ones protected through life’s transitions.
Read Our Wealth Management Insights
Ask How Our Wealth Management Services Can Serve You
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.
