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 →
Optima has been quoted or featured in Wall Street Journal, Forbes, US News & World Report, Bloomberg Magazine, Texas Monthly, Dallas Morning News and D Magazine
Optima has been featured or quoted in publications such as Wall Street Journal, Forbes, US News & World Report, Bloomberg Magazine, Texas Monthly, Dallas Morning News and D Magazine
Insights
Optima has been quoted or featured in Wall Street Journal, Forbes, US News & World Report, Bloomberg Magazine, Texas Monthly, Dallas Morning News and D Magazine
Optima has been featured or quoted in publications such as Wall Street Journal, Forbes, US News & World Report, Bloomberg Magazine, Texas Monthly, Dallas Morning News and D Magazine
Investment advisory services provided by Optima Asset Management, Inc. All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful. Please see additional disclosures and
FORM ADV Part 3 for more information.
