Build and Preserve wealth

 

Optivest is a Premiere Boutique
Multi-Family Office
Optivest provides expertise in wealth management and financial planning
to ensure our clients’ legacies continue to fulfill dreams for generations to come.

Contact Us to Schedule an Introductory Call

Our Clients, Their Experience with Optivest

Ernest Hemingway once wrote that, “The best way to find out if you can trust someone is to trust them.” This is an apt quote in regard to my several years’ span of placing my entire financial reliance on the investment acumen and character of Optivest.


Read More


Testimonials are based on unique experiences from current clients and are not representative of all client experiences. Testimonials are unsolicited, and no cash or non-cash compensation is provided. Investing involves risk, including the possible loss of principal and fluctuation of value. Past performance is no guarantee of future results.

Additional information about Optivest, Inc is available in its current disclosure documents, Form ADV, Form ADV Part 2A Brochure, and Client Relationship Summary report which are accessible online via the SEC’s Investment Adviser Public Disclosure (IAPD) database using SEC # 801-68965 at www.adviserinfo.sec.gov
I’ve been a client of Optivest for almost 10 years and have been happy I chose them as my wealth management team.


Read More


Testimonials are based on unique experiences from current clients and are not representative of all client experiences. Testimonials are unsolicited, and no cash or non-cash compensation is provided. Investing involves risk, including the possible loss of principal and fluctuation of value. Past performance is no guarantee of future results.

Additional information about Optivest, Inc is available in its current disclosure documents, Form ADV, Form ADV Part 2A Brochure, and Client Relationship Summary report which are accessible online via the SEC’s Investment Adviser Public Disclosure (IAPD) database using SEC # 801-68965 at www.adviserinfo.sec.gov
We have been clients of Optivest for the last 25 years, spanning the tenure of Mark Van Mourick to Leslie Calhoun and Matt McManus. They have served our family extremely well.


Read More


Testimonials are based on unique experiences from current clients and are not representative of all client experiences. Testimonials are unsolicited, and no cash or non-cash compensation is provided. Investing involves risk, including the possible loss of principal and fluctuation of value. Past performance is no guarantee of future results.

Additional information about Optivest, Inc is available in its current disclosure documents, Form ADV, Form ADV Part 2A Brochure, and Client Relationship Summary report which are accessible online via the SEC’s Investment Adviser Public Disclosure (IAPD) database using SEC # 801-68965 at www.adviserinfo.sec.gov
Optivest has endeavored for years to successfully develop services satisfying its clients’ multiple and varied needs.


Read More


Testimonials are based on unique experiences from current clients and are not representative of all client experiences. Testimonials are unsolicited, and no cash or non-cash compensation is provided. Investing involves risk, including the possible loss of principal and fluctuation of value. Past performance is no guarantee of future results.

Additional information about Optivest, Inc is available in its current disclosure documents, Form ADV, Form ADV Part 2A Brochure, and Client Relationship Summary report which are accessible online via the SEC’s Investment Adviser Public Disclosure (IAPD) database using SEC # 801-68965 at www.adviserinfo.sec.gov
Optivest’s focus for us has been holistic in that we asked for and received not just financial guidance, but also “life guidance.”


Read More


Testimonials are based on unique experiences from current clients and are not representative of all client experiences. Testimonials are unsolicited, and no cash or non-cash compensation is provided. Investing involves risk, including the possible loss of principal and fluctuation of value. Past performance is no guarantee of future results.

Additional information about Optivest, Inc is available in its current disclosure documents, Form ADV, Form ADV Part 2A Brochure, and Client Relationship Summary report which are accessible online via the SEC’s Investment Adviser Public Disclosure (IAPD) database using SEC # 801-68965 at www.adviserinfo.sec.gov
Our Offerings
Wealth Management
Wealth Management
Our team of experienced professionals employ an “open architecture” investment platform that allows us to build portfolios, utilizing a strategic blend of equity, fixed income, alternatives and real estate in order to maximize diversification and produce durable portfolios that can perform in all markets.
Legacy Financial Planning
Legacy Financial Planning
Your plans determine their future. Through our OptiPlan process, we develop coordinated strategies that incorporate your investments, estate planning, and tax planning to ensure you have objective and comprehensive advice. With our expertise in Financial Planning, your legacy will be preserved for generations to come.
Real Estate and Alternative Investments
Real Estate and Alternative Investments
With over 30 years of experience in real estate and alternative investments, we work with a select group of managers and developers to provide our clients with tax-sheltered income, DST/1031 Exchanges and unique growth opportunities.
Our History
1987
Optivest was founded by Mark Van Mourick to provide a full suite of wealth management services, including multi-generational wealth planning, to select individuals and families in Southern California.
Our History
2007
Leslie Calhoun joins Optivest as a Financial Advisor and the Compliance Officer.
Our History
2008
The Optivest Foundation was founded to make a difference in our community. Ten percent of every revenue dollar from Optivest goes to the foundation, representing nearly $5 million of investments in people, projects, and initiatives that change lives.
Our History
2014
Leslie Calhoun becomes a Partner and Senior Wealth Advisor of Optivest.
Our History
2018
President and CEO Leslie Calhoun acquires Optivest from Mark Van Mourick upon his retirement. Matt McManus joins the firm as a Senior Wealth Advisor and COO.
Philanthropy – Our Shared Values
For clients with philanthropic and foundation planning goals, giving involves more than money, it’s about fulfillment of purpose, connection and a transformative effect on the causes you care about. Our commitment is more than just words. Optivest donates 5% of gross revenue to charitable causes annually.

Learn More