A complete list of active advisors currently associated with Optivest, Inc.

Warmer can help you find a great advisor at Optivest, Inc. or one who fits your needs even better.

Optivest serves individuals and families—including high‑net‑worth clients—as well as trusts, foundations and business entities, providing discretionary and non‑discretionary money management, family office services, and advice on real estate, mortgages and private business transactions. The firm also offers financial and retirement planning, family wealth advisory, and consultative/concierge services designed to integrate investment, estate, and lifestyle needs. Its investment process combines strategic asset allocation with tactical portfolio construction across stocks, bonds, ETFs, mutual funds, options and alternative investments, and uses charting, fundamental and technical analysis together with ongoing monitoring. Optivest emphasizes in‑depth due diligence on real estate and private placements, employs third‑party managers when appropriate, and produces consolidated reporting supported by an online planning and balance‑sheet platform for clients. Distinctive aspects include formal affiliations with other advisory entities and referral relationships with third‑party managers, and advisory staff who also act as registered representatives and licensed insurance agents—arrangements that generate referral and transaction‑based compensation and are disclosed and monitored as potential conflicts. The firm also highlights daily reconciliation of alternative investments, an integrated family‑office workflow, and a practice of donating a portion of gross revenue to charitable causes.

To learn more about the advisors currently working at Optivest, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.