Optivest Wealth Management is a premiere boutique multi-family office located in Dana Point, CA. With expertise in wealth management and financial planning, Optivest aims to ensure that their clients' legacies continue to fulfill dreams for generations to come.
For over 25 years, Optivest has provided holistic services to meet their clients' diverse needs, offering wealth management and legacy financial planning through an open architecture investment platform. Their team of experienced professionals focuses on building portfolios that maximize diversification and produce durable results in all market conditions.
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