Optivest Wealth Management has been described as one of the nation’s most philanthropic wealth management firms. The Optivest companies contribute 10% of every revenue dollar, not just profits, to Christian ministries across the globe by way of the Optivest Foundation.

We can assist philanthropies with the management of foundation assets as well as connect clients with our vetted network of charitable organizations that align with their passions.

The Optivest Foundation

MarkChildShouldersThe Optivest Foundation is a private foundation under IRS Section 501(c)(3) and is frankly one of the key reasons Optivest exists today.

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

→ The Optivest Foundation specifically gives to Christian Ministries, defined as such by their service, outreach and missions. We direct these funds to build orphanages and medical clinics, to drill fresh water wells and numerous other life changing projects in the name of Christ. We are passionate about our giving and involve our employees and clients whenever possible.

Contact Trish Van Mourick at or visit

For women in transition, our goal is to coach to build confidence, knowledge, independence and self-esteem.
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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