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Our Clients

Have Worked Hard For Their Success

We understand that trust is the most important factor when selecting a wealth manager. That’s why every client relationship is built upon a strong foundation of integrity and accountability. We aim to guide, empower and foster success that results in peace of mind for your family, future and legacy.

Because we maintain a low client-to-advisor ratio and serve a limited number of families, each Optivest advisor is truly specialized in serving the unique needs of clients in differing life, wealth and family situations. Our expertise makes us well-suited to serve a select group of clientele:

Business Leaders & Retirees

It takes a lot to excel as a leader in today’s world. Optivest advisors recognize that people who lead in business are natural leaders in life. You have built a life that gives you the opportunity to do the things you love — and we want to help you keep it that way.

We’ll work with you to plan for your family, your retirement and your charities of choice. Whether you’re interested in a big change like selling your business, or simply making life plans with children in college, we’ll help you navigate the road ahead. Optivest advisors specialize in managing the nuances of capital appreciation, taxation planning and retirement with the utmost stewardship of your wealth. We’ll help you turn the success you’ve earned into a lasting and fulfilling future.

Philanthropic Families

When did you first realize life was about more than just money? It’s often something we learn at a young age and passed down to us by our parents and grandparents. Our advisors specialize in wealth management for high net-worth individuals and families who are interested in maximizing their charitable impact as generous donors. We balance the needs of your life, family, retirement and estate with the purpose that’s in your heart. Intentional philanthropic giving is optimized when it benefits the causes you care about while positively influencing future generations and managing your taxable estate needs.

Many clients come to us facing big decisions that involve more than just their portfolios. Whether you’re retiring, selling the family business, going public, or experiencing changing life situations, we’ll assist you in integrating your family, life and legacy with your financial future.

It’s also why we dedicate time as part of our wealth management process to facilitate family meetings, with family at the center of the discussion and critical information on the table. With your experts and advisors present to address questions and concerns, we’ll facilitate discussions, so you and your loved-ones can find alignment of purpose before a big life event. You know that life is about more than money. We agree.

Individuals in Difficult Transitions

Life requires growth. This means growing through changes, good and bad. After a divorce or the death of a loved one, everything can change at once. Too often, these traumatic transitions place new responsibilities onto us — during one of the most emotionally trying periods that life can offer.

Our team will walk alongside you to navigate your next decisions and plans. We provide support and advice to help you make wise choices surrounding wealth, taxes, estate and financial planning. We’ll act as guides to nurture your future and provide a solid foundation, so you can continue growing.

Women in Leadership

You have always been savvy and independent. You know the ins and outs of your business. As you look toward retirement, you have a new opportunity to sharpen another set of skills. Our advisors do more than just manage money, we give you the facts, the options, and the know-how to coach you through the nuances of investment portfolios, financial sustainability and wealth protection. We help you develop the insight and confidence you need to make smart financial decisions.

No matter how you envision your retirement and the goals of tomorrow, you’ll continue to be the architect of your life. We’ll be there to help you draw the blueprint.

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.