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Optima Asset Management, LLC
       
 
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Optima Asset Management, LLC
 
 
Overview: 

At Optima Asset Management I offer a personalized strategy of financial management. A comprehensive look at your overall financial situation may provide opportunities and rewards not realized by those attempting to negotiate today’s challenging financial environment on their own. Working proactively with a qualified CFP® can help provide clarity and direction for your financial decision-making.

If you are interested in a retirement advisor*, wealth advisor, estate planner, or an overall financial planning* consultant, I can assist you. Please contact me so we can discuss your needs and how I can help.

Each client is unique and brings with them a unique set of financial circumstances. At Optima Asset Management we respect and value this distinctiveness and help meet our client's needs using a personalized approach. A generic, “one size fits all” method is never applied.

Integrity and professionalism are the cornerstones of Optima Asset Management. Only appropriate, cost effective recommendations are made. The client's interest always comes first. Maintaining the trust and respect of our clients is our highest ambition.

Financial advice is delivered with a focus on the priorities of the client. Wealth management is built around each client's risk comfort level and continuing needs.

Continuing professional education, knowledge of current financial issues, and access to the necessary evaluative tools assist me in helping to meet client needs.


 
 
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