Our mission

PreserveYour Lifestyle
BuildYour Legacy
ProtectYour Loved Ones

Your advocates

Many people assume that all advisors are fiduciaries, which is rarely the case. Instead, many are held only to a “suitability” standard. When was the last time you wanted anything that was “suitable” for you rather than what was “best” for you?

To be a true client advocate, we have chosen to act as a Fiduciary 100% of the time. A Fiduciary has the highest legal duty of one party to another. Optima is bound to the fiduciary standard to always act ethically, and in the best interest of the client. We are legally mandated to put YOUR needs above our own, providing conflict-free advice. This provides a different level of investor protection to our clients which creates a relationship of trust and confidence. The majority of financial professionals (including stock brokers, insurance agents, and some who call themselves wealth managers and financial planners) are not bound to the fiduciary standard.

Any action that can restrict client options
or interfere with an advisor's objectivity is a conflict of interest!