Trusted Family Wealth Advisory Firm

Welcome to Optivest Wealth Management

We are a Trusted Family Wealth Advisory Firm in the heart of Southern California. Since 1987, Optivest has provided personalized, holistic wealth management services to a select group of successful individuals and families.

As professional fiduciaries we offer unbiased and broadly diversified investment management through our open platform and low fee environment. As members of the Institute for Preparing Heirs ®, Tiger 21, Vistage and CEG Worldwide, we specialize in educating and supporting multi-generational families toward successful management and tax efficient transfer of all aspects of their wealth.

We believe family wealth is more than just money.

Family wealth includes resources and assets in all forms – investments, business interests and real property as well as family name, knowledge, health, values, spirituality, family unity and support of the community.

 “Our goal is simple: to help wealthy families solve complex financial issues.” Mark Van Mourick, CEO

True wealth management  involves more than just money management. At Optivest, wealth management is a consultative process involving advanced planning for tax efficiency, wealth transfer, wealth protection and philanthropy.

SECOND OPINION OFFER:

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Are You Getting The Most Out of Your Financial Advisor?

If you have resources in excess of $5 million dollars, Optivest would like to conduct a complimentary discovery meeting to determine if you are being well served at your current firm. From there, we will offer a second opinion either advising you to stay, to move to a different firm or to onboard with Optivest. We only want to engage with clients whose lives we believe can be significantly impacted by our services. CLICK HERE to meet our advisors

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CNBC logo

Making a Luxury Purchase? Think Before You Splurge

By Mark Van Mourick
As reported on CNBC.com, September 10, 2015:

You’ve worked hard and have been very patient, and now you have made money—lots of it.
Like many folks who have experienced a large liquidity event, you’re ready for some immediate gratification. So you are looking to ...

Hussman Strategic Advisors

Yes, Virginia, Valuations Matter

September 9, 2015 Market Update

Overview: Optivest sold their U.S. stock holdings before the August 24th major market decline based on over-valuation and market deterioration. This is only the third time since 1987 that Optivest has de-risked portfolios to this extent. The below report explains our rationale ...

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