Optivest Inc

Optivest Inc. is a financial services firm headquartered in Dana Point, California. Founded in 1987, the company employs 12 people and generates $38.8 million in annual revenue. Optivest specializes in providing comprehensive wealth management services to a select clientele. Optivest caters to a range of clients including entrepreneurs, business leaders, retirees, philanthropic families, individuals undergoing significant life transitions, and women in leadership roles. The firm offers tailored financial guidance encompassing investments, business interests, real property, and other personalized considerations such as family name, knowledge, health, values, spirituality, family unity, and community involvement. The company distinguishes itself through its commitment to individualized service. Optivest maintains a low client-to-advisor ratio, allowing each advisor to provide specialized attention to the unique needs of their clients in diverse life, wealth, and family situations. This personalized approach sets Optivest apart from traditional financial advisors who may offer less focused services. For more information about Optivest Inc. and its wealth management solutions, visit their website at optivestinc.com.