Optivest Wealth Management

Financial ServicesCalifornia, United States2-10 Employees

Optivest Wealth Management is a small financial services practice based in San Juan Capistrano, Southern California, founded in 1987. It provides holistic wealth management that integrates investments with business interests and real property, while considering personal factors such as family history, values, health, and community ties. The firm maintains a low client-to-advisor ratio and serves a limited number of families, aiming to translate clients' accumulated success into long-term financial security.

Its client base includes entrepreneurs, business leaders, retirees, philanthropic families, individuals in difficult transitions, and women in leadership, reflecting a focus on complex life and wealth situations. In January 2017, Optivest appointed Bart Zandbergen as Senior Wealth Advisor, bringing 25 years of experience in the financial field.

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