Our Insights

Clinton Steinhoff 11/22/21 Clinton Steinhoff 11/22/21

Household Net Worth Soars During Pandemic

Household net worth soars during pandemic to $31 trillion from Q1 2020 through Q2 2021.

Jonathan M. Elliott, CPWA®, CRPC®, CDFA®, ChSNC®, CPFA™, RMA® 11/15/21 Jonathan M. Elliott, CPWA®, CRPC®, CDFA®, ChSNC®, CPFA™, RMA® 11/15/21

Drilling Into Soaring Energy Prices

Why are energy prices soaring?

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.

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