Partnering with families to ensure smart decisions about their wealth.





Partnering with families to ensure smart decisions about their wealth.

For over 25 years, Optima Asset Management has been providing a customized, intelligent approach to investment and wealth management. As an Independent firm, Optima works exclusively for your best interests, providing an alternative to the Wall Street firms. 

For over 25 years, Optima Asset Management has been providing a customized, intelligent approach to investment and wealth management. As an Independent firm, Optima works exclusively for your best interests, providing an alternative to the Wall Street firms. 

Wealth is more than just money.
It’s financial security for you and your family.
It’s a legacy for the people and causes that are important to you.
It’s about creating life experiences through travel or passions.
Wealth is more than just money.
It’s financial security for you and your family.
It’s a legacy for the people and causes that are important to you.
It’s about creating life experiences through travel or passions.
Welcome message from Paul Lightfoot, President of Optima Asset Management

Optima has evolved over the years in what we do and who we serve as the needs of our clients have changed. 

Millionaire Next Door

Initially, we served successful individuals who have accumulated a significant amount of assets.   Learn More →

Millionaire Next Door

Initially, we served successful individuals who have accumulated a significant amount of assets.   Learn More →

Emerging Wealth

As their families grew, we began serving their children as they advanced in their own careers.   Learn More →

Emerging Wealth

As their families grew, we began serving their children as they advanced in their own careers.   Learn More →

Suddenly Single

We found a need to serve those who found themselves in transition (either through death of spouse or through divorce).   Learn More →

Suddenly Single

We found a need to serve those who found themselves in transition (either through death of spouse or through divorce).   Learn More →

Inheritors

Finally, we began serving their heirs as the wealth transitioned to the next generation.   Learn More →

Inheritors

Finally, we began serving their heirs as the wealth transitioned to the next generation.   Learn More →

Our Team

Paul Lightfoot, CFP®, CIMA®

President

Archie Ponce, CFP®

Executive Vice-President

Angela Wilson

Office Manager