Optima Asset Management, Inc.

Optima Asset Management is a fee-only fiduciary wealth management firm dedicated to helping successful individuals and families navigate financial complexity with clarity and confidence. We specialize in multi-generational wealth planning, providing thoughtful guidance to first-generation wealth creators and established families. With a Personal CFO approach and a commitment to thoughtful stewardship, we coordinate every aspect of your financial life - from investment strategies and tax planning to family legacy and next-gen engagement. At Optima, we prioritize building trusted partnerships through integrity, transparency, and personalized solutions that align with your values and long-term vision.