Successful People
Accomplishing More

Optima Asset Management specializes in serving individuals and families who have achieved great financial success through hard work, careful planning, and dedication to their values. We’re the trusted steward to take you through your next adventure with confidence.

What’s Your Vision?

Hardworking Dreamers Planning for the Future

Our clients know what they want to achieve and have already realized remarkable success. They seek reliable guidance to navigate the complexities of managing their wealth and plan for stability and growth for generations to come.

By Your Side

Your Trustworthy Guide for Financial Security

When you first come to Optima Asset Management, we’ll help you to understand your full financial picture and offer ideas on how to manage your assets wisely into retirement and beyond. As the years go on, our services will evolve to adjust to your changing needs.

01.

Integrated Wealth Management

Your customized financial plan will include tax strategies, retirement planning, estate planning, and investment advisory based on your goals.

02.

Prudent Investment Management

We’ll design investment portfolios around your personal risk profile, goals, needs, legacy positions, and illiquid investments.

03.

Values-Driven Legacy Planning

Honor your family values by employing tax and cost-efficient financial vehicles for charitable giving and wealth transfer that fit your financial situation.

Financial Clarity Awaits

Let Us Help You Navigate Your Wealth Journey

Who Are You?

Your Unique Situation Requires a Unique Planning Approach

Building a custom home. Incorporating a home-based business. Saving for college for your children; your grandchildren. Caring for aging parents. Starting a charity. Traveling. Collecting. Celebrating.

Every client is different. So every Optima client gets a specialized wealth management plan that’s centered on their individual financial situation and goals for the future.

Matt and Julia — Legacy Builders

Matt and Julia, an active couple in their early 60s, have three adult children and four grandchildren. Matt is a successful businessman and has accumulated a sizable investment portfolio, as well as a large ranch. They value substance over style and tend to spend their money on experiences and gifting to causes they care about. Matt wants to protect his wealth, maintain his lifestyle, and not make an expensive mistake that could impact their independence. He also needs to be 100% certain that if something were to happen to him, Julia will be protected. They need a conservative financial plan that protects their wealth and easily transfers remaining assets to the next generations.

John and Kathy — Emerging Wealth

John and Kathy, a couple in their mid-40s, both had successful careers. But since John is compensated at such a high level, Kathy has chosen to stay home to care for the children and manage the household. Not excessive spenders, paying down the mortgage and traveling with the children are more important to them. They have reached a point in their life where they’re starting to think strategically about their future and want a financial planning partner to meet their goals of quality education for their children, comfortable retirement, and a second home.

Beverly — Life After Loss

Beverly is a recent widow at age 67. Her late husband, George, was a successful executive and managed all financial aspects for the family. He always took good care of her in life and carefully prepared for her financial well-being for when he passed. They loved to travel and spend time with their adult children and grandchildren. It’s important to Beverly that she can continue these activities and also support her church and the local charities that are her passion. George had been prudent with their wealth, and she wants to continue his approach, but she doesn’t want to get overloaded with details. The most pressing goal is to retain her lifestyle. Beverly seeks a simplified financial picture and prudent guidance to help her make smart financial decisions and avoid being taken advantage of.

Jordan — Inheriting Wealth

Jordan is in her mid-30s and has inherited a sizeable portfolio from her parents. She is married with young children. Her parents were clients of Optima for over 10 years. They worked hard and were disciplined and careful with their wealth. She hopes to do the same, but she’ll need guidance and support along the way. She realizes the need to continue accumulating assets in order to retire and fund her children’s education. She desires a trustworthy wealth manager who will listen to her goals, protect her interests, and provide the recommendations needed to build wealth for her own family.

*Names used in these examples are not real clients. Scenarios presented for illustrative purposes only and not based on actual events.

Let’s Talk

Successful People
Accomplishing More

Hardworking Dreamers Planning for the Future

Executives & Professionals

Wealth In Transition

Business
Owners

Multi-Gen Families

Your Trustworthy Guide for Financial Security