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Family Wealth

Means more than just money

At Optivest, our mission is simple: to guide our clients to a more secure and prosperous financial future. With deep‑rooted experience and disciplined vision, we’ll provide the expertise you need to turn the success you’ve earned into the peace of mind you deserve.

We believe family wealth includes resources and assets in all forms. Our team combines years of experience to accommodate all components of your wealth including your investments, business interests and real property as well as other meaningful factors that are often overlooked by ordinary financial advisors such as your family name, knowledge, health, values, spirituality, family unity and support of the community.

As a multi-family office, we provide true wealth management with the expertise to solve complex financial issues. Optivest’s holistic and integrated approach includes advanced planning for tax efficiency, wealth transfer, wealth protection and philanthropy as well as management and coordination of your entire professional services network. Your team — all together — with your success in mind.

Our Story

Optivest began in 1987 with the goal of providing holistic wealth management services to a select group of successful individuals and families in Southern California. For over 30 years, we’ve fostered success for our clients while growing alongside their achievements and progress.

Our Commitment

We recognize that our client portfolios are irreplaceable. Optivest advisors take great care to handle your assets with the utmost stewardship and attention. With our professional fiduciaries by your side, you’ll receive unbiased and broadly diversified investment management through an open platform and low fee environment.

Always with an eye toward tomorrow, we specialize in educating and supporting multi-generational families for the future. As members of the Institute for Preparing Heirs®, Tiger 21, Vistage and CEG Worldwide, we’ll assist with the successful management and tax efficient transfer of your family’s wealth and estate.

Our Values

The beliefs that underpin everything we do are more than just words in a company manual. They represent who we are and how we conduct our business. Based on Biblical values, Optivest strives for a corporate culture of mutual respect, client‑centered service, integrity at all levels, professionalism and hard work.

The Optivest Foundation

Giving back is something we take to heart. Optivest has been described as one of the nation’s most philanthropic wealth management firms. Through the Optivest Foundation, our companies contribute 10% of every revenue dollar to Christian ministries that provide life-saving and life-changing services to children and families in need across the globe.

We contribute 10% of every revenue dollar—not just profits—from Optivest Wealth Management, Optivest Properties and Optivest Investment Banking into the Foundation and actively distribute those funds throughout the year.

The Optivest Foundation supports Christian ministries to fully address the needs of communities and individuals and empower sustainable change. Funds are directed to build orphanages and medical clinics, drill fresh water wells, as well as numerous other life-changing projects.

The Optivest Foundation has invested over $3.3 million in people, projects and causes in both local and international areas since 2007.

The Optivest Foundation is a private foundation under IRS Section 501(c)(3).

Optivest Affiliate Companies

Optivest Wealth Management is joined by several affiliate companies founded on the same values, client-focus and standard of excellence.

Optivest Properties

Optivest Properties is a fully integrated property acquisition and management company specializing in mini-warehouse and multi-tenant properties across the U.S. It is also a Co-Founder and Professional Regional Operator (PRO) of the National Storage Affiliates Trust, a publicly traded REIT. Visit optivestproperties.com to learn more.

Optivest Investment Banking

The Optivest Investment Banking division provides corporate finance advisory and transaction based investment banking services for emerging growth and middle-market companies. The Optivest Investment Banking team is led by Paul Donnelly, Senior Managing Director. Visit optivestib.com to learn more.

Reach out to our Director of Client Services, Shannon Kavlich, to learn more or to schedule a complimentary Discovery Meeting where we’ll explore your needs and aspirations for wealth, family and the causes you care about.