Here at Optivest, we service a limited number of large accounts well. We offer holistic advisory focused on coordinating your investments, tax and estate planning, and lifestyle services.


If it matters to you, it matters to us.

Optivest’s team is ready to assist with other issues that might impact clients and their families. Specifically, our Director of Client Services is dedicated to offering clients exclusive, personalized Family Office Services through our luxury partnership alliances. They are capable of managing art collections, coordinating travel and leisure plans, appointing house managers and personal assistants – even wedding planning. Our experienced staff is available to meet with your estate planner, insurance and tax professionals as part of our Family Office Services.

  • Premier automotive, aircraft, yacht, art and jewelry retailers
  • Private travel planners, including local 5-star resorts
  • Special event planning with experienced catering professionals


Some of the services listed above are offered at an additional fee.

For women in transition, our goal is to coach to build confidence, knowledge, independence and self-esteem.
Leslie Calhoun
Mark Van Mourick
Our goal is simple: to guide our clients and their heirs to a more secure and prosperous financial future.
Mark Van Mourick