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Vice President, Operations
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Vice President, Portfolio Management
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Optima Wealth Management
Finance · Texas, United States · 11-50 Employees
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Overview
Headquarters
1701 Legacy Dr Ste 2006, Frisco, Texas, ...Phone Number
(214) 308-6299Website
www.optimawealth.netRevenue
$9.5 MillionIndustry
About Optima Wealth Management
Optima Wealth Management, L.L.C. specializes in strategic asset allocation and retirement strategies tailored for professionals and families. The firm aims to simplify financial planning by providing personalized guidance and support throughout clients' financial journeys. They focus on understanding each client's unique story and needs, ensuring a collaborative approach to financial management. With a commitment to building lasting relationships, Optima Wealth Management helps clients navigate their financial lives with confidence.Explore more
SIC Code 62,628NAICS Code 52,523Show moreOptima Wealth Management Org Chart
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Optima Wealth Management, L.L.C. specializes in strategic asset allocation and retirement strategies tailored for professionals and families. The firm aims to simplify financial planning by providing personalized guidance and support throughout clients' financial journeys. They focus on understanding each client's unique story and needs, ensuring a... Read More
