Founded in 1987, Optivest, Inc. is a fiduciary wealth management firm that focuses on stewarding multi-generational wealth for affluent families, individuals, and foundations. The company's mission is to deliver customized and objective financial advice through a comprehensive planning process that includes investment management, estate planning, risk management, and philanthropic strategies. They operate on a fee-only basis, emphasizing transparency and aligning their interests with those of their clients to help them achieve their long-term financial goals.

Founded in

United States