Optimus Capital Advisors, LLC

Optimus Capital Advisors was started in 2008 to help people plan for their futures and manage their investments. Two important decisions were made at that time; be completely independent and work with our clients as a fiduciary. This type of relationship means we are free of outside influences to provide the best services for our clients and we have an obligation to only provide recommendations that are in the best interest of our clients. This is unique in an industry where people don't know if they are dealing with a salesman (registered representatives of a broker-dealer), insurance agent or an independent financial advisor. There is no guessing with us! Wealth management is so much more than a simple financial plan and investments. It is being available when clients have important life events or issues that need immediate attention that sets us apart. We work with all types of people - executives, athletes, entrepreneurs, doctors, lawyers, retirees and others - to give them a resource they can trust so they can spend their time doing what they want. We believe our seasoned team, world-class investment process, and high-touch relational approach makes all the difference in walking alongside our clients. We take our responsibility as a fiduciary seriously, and we work closely with clients to fully understand the needs and opportunities available to them, before any investment is made. Along the way we've listened to our clients and expanded our services to match what we heard mattered: aligning investments to meet their needs when they need them to, provide insurance consulting services, and providing guidance for life events like retirement, college savings, and to act as a central hub for assistance with tax planning, estate planning, and more. We love chatting with prospective clients. Schedule a meeting with us to learn why we are the trusted advisor to our clients.

Address: 1000 Texan Trail, Suite 209 Grapevine, TX 76051, USA

Phone: +1 972 745 7704
FAX: