Turning Success Into Peace of Mind
We serve a limited number of financially-established families, primarily in South Orange County, California to help them navigate the “what’s next” in life. It’s why each Optivest advisor is truly specialized in serving the unique needs of clients in differing life, wealth and family situations.
If you have investible assets in excess of seven or eight figures, join us for a complimentary discovery meeting to determine whether you are being well-served by your current firm. Hopefully, we can confirm you are on track to fulfill your values and reach your goals. If needed, we’ll suggest ways in which your wealth planning can improve, even if that means recommending another provider to best fit your needs and situations.