Our Clients

Business Liquidity Event Clients

Optivest specializes in helping business owners through the process of a business sale; specifically planning for the liquidity event and guiding them toward financial independence. In fact, our founder, Mark Van Mourick, wrote one of the leading books on the topic “Cash Out, Cash In - The After Success Investment Guide.” This specialty service usually involves a multi month process starting before the letter of intent is signed. It begins with designing estate and charitable tax strategies then moves into analyzing the client’s work and lifestyle choices for the future. Finally, the next step is learning about the client’s budget and income requirements which leads to designing and implementing a long term investment plan for the new and irreplaceable capital. View Case Study

Single Women Clients

Optivest provides specialized services to many women who are experiencing the tough transitional period surrounding death or divorce. We understand and have experience with shoe boxes of financial information, unanswered mail and silence during grieving. In addition, we can aid in negotiating major purchases, help with bookkeeping and bill paying and assist in setting up a financial plan and preparing a good working budget. We provide a warm and caring environment and portfolio planning to provide a secure income to maintain their lifestyles. View Case Study

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Our Clients