Optima Asset Management
Finance · Texas, United States · 11-50 Employees
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Overview
Headquarters
8144 Walnut Hill Ln Ste 1180, Dallas, Te...Phone Number
(972) 726-0400Website
www.optimaassetmgt.comRevenue
<$5 MillionIndustry
ZI Rank: 1
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ZI Rank
1
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About Optima Asset Management
Optima Asset Management is an independent firm specializing in customized wealth management and investment services for over 25 years. They serve successful individuals, their children, those experiencing transitional life events, and their heirs, focusing on ensuring smart decisions about wealth. The firm emphasizes that wealth is not just financial but also pertains to security, legacies, and experiences important to families. Optima provides a personalized approach, standing apart from traditional Wall Street firms.Explore more
Optima Asset Management Org Chart
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Optima Asset Management News & Media
Archie Ponce Earns CERTIFIED FINANCIAL PLANNER™ Designation
DALLAS, Dec. 20, 2018 /PRNewswire/ -- Archie Ponce, Executive Vice President at Dallas wealth management and financial planning firm Optima Asset Management has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and...Optima Asset Management Recognized as Top Investment Advisor
DALLAS, Aug. 21, 2018 /PRNewswire/ -- Optima Asset Management, a Dallas-based Registered Investment Advisor, has been named to Financial Advisor magazine's 2018 Top RIA Ranking. Founded in 1995, Optima is an independent, fee-only financial advisory and investment management firm that...
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Optima Asset Management is an independent firm specializing in customized wealth management and investment services for over 25 years. They serve successful individuals, their children, those experiencing transitional life events, and their heirs, focusing on ensuring smart decisions about wealth. The firm emphasizes that wealth is not just financi... Read More
