Ask ten investors to define wealth management — or even ask ten “wealth managers” to do so. You will almost certainly get ten different answers, most of them heavily focused on investing. However, less than 7% of financial advisors use a true wealth management model. Clients of Optivest benefit from a cutting‑edge team that has a clear and comprehensive vision of wealth management.
Wealth Management Defined
As a result, we’re able to employ all aspects of your wealth to work jointly in meeting your personal and family goals.
Calling upon years of experience to create a highly specialized plan that coordinates your entire investment portfolio for wealth preservation.