Wealth Management
Personally, I’m passionate about helping you set financial goals that align with what you truly value. A vision for your life, coupled with managing your money with purpose, will truly help create a more fulfilling lifestyle for you both now and in retirement. I also believe that financial wellness is a key component of your overall wellness, and achieving financial wellness does not happen by accident. It is purposeful and intentional.
At Optivest Wealth Management, we take into account all components of your wealth, including your investments, business interests and real property as well as other meaningful factors that are often overlooked by ordinary financial advisors, such as your family name, knowledge, health, values, spirituality, family unity and support of the community.
As a multi-family office, we provide true wealth management with the expertise to solve complex financial issues. Optivest’s holistic and integrated approach includes advanced planning for tax efficiency, wealth transfer, wealth protection and philanthropy as well as management and coordination of your entire professional services network. Your team — all together — with your success in mind.
Our firm is focused on meeting our clients’ unique needs, including
- Entrepreneurs and business leaders looking to lower risk and ensure family continuation
- Retired persons concerned with legacy and estate planning
- Philanthropic families
- Individuals in difficult transitions
- Women in leadership
- Families looking to manage an inheritance or sale of a business
Contact me for your personal consultation:
