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Optima Capital Management

Optima Capital Management is a forward-thinking independent, privately-owned wealth management firm offering family office, goals-based financial planning, and investment advisory services to high-net-worth individuals and families, practice professionals, and business owners.

480-757-9052
info@optimacapitalmgt.com

222 S Mill Ave Ste 800
Tempe, AZ 85281

7014 E Camelback Rd Ste B100A
Scottsdale, AZ 85281

Optima Capital Management is a registered Investment Advisor in Arizona, California, Illinois, Kentucky, Louisiana, Minnesota, North Carolina, Ohio, and Texas and may only transact business with residents of those states or residents of other states where otherwise legally permitted subject to exemption or exclusion from registration requirements. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply a certain level of skill or training. All content on this site is for informational purposes only. The opinions expressed herein are solely those of Optima Capital Management and our associates. The material presented is believed to be from reliable sources; however, we do not represent its accuracy or completeness. Before implementation, you should discuss all information and ideas with your financial adviser. The presence of this website should not be interpreted as a solicitation to offer investment advisory services to any resident of any state other than the states where Optima Capital Management is registered. Custodian services are provided by Charles Schwab & Co., Inc.

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