Sharing Our Time, Talent, and Treasure

We empower sustainable change by supporting communities and individuals in need, locally and internationally. The funds we donate build orphanages, medical clinics, and food production plants, as well as finance other transformational projects.

Investing in Others

Life isn’t predictable and you may find yourself in a situation you never could have imagined. If you’re going through a challenging time, our advisors can help you get back on your feet. Consideration given when circumstances do not make planning affordable. Let’s start rebuilding your life and creating a brand new future.

We guide you through the process of making smart choices in the midst of difficult situations that takes into consideration matters like taxes, estate planning, and investing, and provide support and advice so you can begin to plan for a whole new future—one that continues to grow.

To Discuss a Plan, Please Contact Us

Since 2007, the Optivest Foundation has invested in people and projects that change lives. We take giving back seriously—10% of every revenue dollar from Optivest Wealth Management and the Optivest affiliated companies, is contributed to the Optivest Foundation. Our foundation then donates to organizations that provide life-changing support to children and families in need around the world, totaling $5 million to date.

Click Here to Learn More