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. 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.

 “Our goal is to come alongside wealthy families to solve complex financial issues.” Mark Van Mourick, CEO

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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Optivest Economic Update

Third Quarter 2016

July 1, 2016: The steep drop in financial markets early in the year aggravated fears of a near-term recession. Since then the markets have rebounded allowing fears to subside, yet we now have warning signs from the U.S. economy itself. Hiring is weak, sales are slipping and new business investments ...

Optivest Preparing Heirs

Preparing Your Heirs

May 20, 2016: I have been helping high net-worth families with their finances for almost 40 years as a professional investment advisor, as a Tiger 21 peer and as a friend. Based on my experiences, after a wealthy family has successfully organized their retirement income for the first ...

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