Optivest is a premiere boutique multi-family office based in Laguna Niguel, CA, offering expertise in wealth management and financial planning. With a focus on building and preserving wealth, Optivest ensures that their clients' legacies continue to fulfill dreams for generations to come. With a team of experienced professionals, Optivest provides a holistic approach to wealth management, employing an open architecture investment platform to build portfolios that maximize diversification and produce durable results in all markets. Through their OptiPlan process, Optivest develops legacy financial plans tailored to each client's unique goals and aspirations.Generated from the website