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, in general, and Matt McManus, in particular. I have trusted and found them to be trustworthy in every way. Matt has brilliantly managed my portfolio. It is not possible for me to be more impressed with his keen business insight and instincts. He is both a matchless fiduciary and a friend. As an attorney, my standard is very high and he has consistently met and surpassed this. I recommend him and Optivest without reservation.

I’ve been a client of Optivest for almost 10 years and have been happy I chose them as my wealth management team. They developed an individualized financial plan specific to my needs and then worked with me to realize that plan. I recently retired and give Optivest a lot of credit for helping me reach my financial goals so I could retire comfortably. Plus, Leslie, Matt, and their team are great to work with! I highly recommend Optivest.

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, as stewards of our precious few savings at our careers’ beginnings to wealth management, estate planning, and value transfer to the next generation now. Most importantly, they have assisted in "values transfer” to the next generation as well. That is priceless, and attests to their wisdom in addition to their financial expertise. They provide market insight to which we would otherwise be lost. They have anticipated and managed investment and liquidity needs as our financial lives have progressed. Their honesty, reliability, and forthrightness are a source of ultimate comfort, reassurance, and personal gain.

Optivest has endeavored for years to successfully develop services satisfying its clients’ multiple and varied needs. As economic, taxation, and cultural landscapes evolve, they have been principled, analytic, and adapting. They have broadened and deepened their focus, attending to ever-changing circumstances and priorities. They realize that each and every individual, family, and/or business is its unique entity, to be listened to, understood, appreciated, and assisted in its ways. They have been instrumental in our effective portfolio composition, diversification, and allocation for our personal as well as business accounts, dovetailing our positions, exposures, and strategies. They understand our family’s values, and are helping us promote next generational integrity. They’re doing so mindful of the primacy of each generation’s independence and self-realization. We are most appreciative.

My husband and I have had many years together and throughout those years have experienced working with several different financial planners. With each of those firms we continued to feel as if there was a gap in what we wanted and needed, or as we often put it, “someone is missing from our team.” That has all changed since we have been with Optivest. After our very first meeting, we left feeling like we had finally found our team. Their professionalism was/is paired with genuine interest and care for us and our family. As a woman/mom/businesswoman who has had things vying for my time and focus other than financial planning for our family, it was extremely important to me to feel heard and respected by the people with whom we invested our time, money, and trust. Optivest has exceeded my desire for these things. Optivest’s focus for us has been holistic in that we asked for and received not just financial guidance, but also “life guidance.” We wanted our team to weigh in on other decisions that we put before them with the same kind of diligent and professional care they exercise in all aspects of their dealings with us. We have found our team, and we are grateful that especially at this stage of our lives, the search is over. Our five+ years with Optivest have been the most productive and secure ones of our lives. Thanks, team!