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Wealth Management Defined

Ask ten investors to define wealth management — or even ask ten “wealth managers” to do so. You will almost certainly get ten different answers, most of them heavily focused on investing. However, less than 7% of financial advisors use a true wealth management model. Clients of Optivest benefit from a cutting‑edge team that has a clear and comprehensive vision of wealth management.

With a proven wealth management formula, we are able to address the top-five concerns most important to affluent families:

Investment Consulting

Wealth Enhancement

Wealth Transfer

Wealth Protection

Charitable Giving

As a result, we’re able to employ all aspects of your wealth to work jointly in meeting your personal and family goals.

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Investment Consulting:

Calling upon years of experience to create a highly specialized plan that coordinates your entire investment portfolio for wealth preservation.

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Advanced Planning:

Managing the four primary financial concerns beyond investment consulting, including: wealth enhancement, wealth transfer, wealth protection and charitable giving.

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Relationship Management:

Connecting two key components for true collaboration: First, our consultative process always puts your needs at the forefront. Second, we effectively manage your professional services team, including tax, legal and other advisors to ensure a coordinated approach to decision-making and long-term planning.

Using the wealth management formula, we provide comprehensive services that range from investment strategy, family, and philanthropic planning to concierge services and money management, and are woven together to build financial prosperity and peace of mind.

Watch video
Whiteboard video explaining the key concepts behind wealth management at Optivest
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.