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It all starts with a conversation

We’d love to learn about your goals and investment needs. Reach out to schedule a complimentary consultation with one of our team’s advisors or CFP(R) professionals.

GET IN TOUCH

We’re here to help you build lasting wealth.

Whether you are just starting your financial journey or looking for a more sophisticated wealth management partner, our team is ready to listen and provide thoughtful guidance.

Phone

480-757-9052

Email

info@optimacapitalmgt.com

Offices

222 S Mill Ave Ste 800, Tempe, AZ 85281

7014 E Camelback Rd Ste B100A, Scottsdale, AZ 85251

Custodian Services Provided By

Charles Schwab & Co., Inc

Optima Capital Management is an Arizona-based SEC-registered investment advisory firm.

Registration does not imply a certain level of skill or training.

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 85251

Optima Capital Management is an Arizona-based investment advisory firm registered with the Securities and Exchange Commission (SEC). Registration with the United States Securities and Exchange Commission 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 construed as an offer to provide investment advisory services in any jurisdiction where such an offer would be unlawful under applicable laws and regulations. Custodian services are provided by Charles Schwab & Co., Inc.

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