What’s It Like to Work with Optivest?
At Optivest, we never forget who we’re working for. That’s why we put together
a select set of services designed to help our clients preserve and grow not just
their family’s wealth, but their personal sense of well-being.
We would like the opportunity to sit down and discuss how our services can
help you achieve your goals, both personal and financial.
Our expertise makes us well suited to assist the following clientele:
Professionals & Business Owners Planning to Exit or Retire
• Expert professional guidance throughout the process of a major liquidity event.
• Mark Van Mourick is the author of the book Cash Out, Cash In – The After Success
Investment Guide.
• Van Mourick is also the founder of the Orange County Exit Planning Roundtable.
Families
• Legacy planning, heir preparation & wealth preservation for future generations.
Widows/Divorcees
• Guidance for women experiencing the tough transitional period surrounding
death or divorce.
• Optivest aids in negotiating major purchases, offers assistance with bookkeeping
and also provides aid in setting up a financial plan and budget.
