Wealth Management for Life’s Changing Seasons
The seasons of life are ever changing and our team is your trusted partner for now - and in the years to come
“After a decade playing professional football with teams like the Cowboys, Raiders, and Redskins I learned the remarkable success that a team can achieve together – which is why we strive to provide the same team-oriented approach to managing your financial life that I came to appreciate so much in sports.”
John Gesek, Founder - Optimus Capital Advisors
Creative Financial Solutions
Personalized Planning
Our planning starts with a written, goal-based plan. We work to uncover your financial goals, then construct a wealth management plan as a pathway to achieving those goals. This plan will be our roadmap to ensure we are staying on course to achieve your goals.
Trust Management
Trusts provide many benefits and we work closely with our clients and their legal and tax consultants when a trust is being considered. Our team can even provide corporate trustee solutions when called for.
Intelligent Investing
We follow an evidence-based approach to asset allocation that is rooted in Nobel prize winning research. It is designed to provide you with a comprehensive strategy that matches the objectives outlined in your wealth management plan.
Retirement Plans for Business Owners
Successful business owners enjoy the opportunity to maximize Qualified Retirements Plans. We're adept at navigating the different options available.
Risk Management
Protecting your family, wealth, and income is an essential element of experiencing financial security. Our team works with you to make sure you have the protection necessary for you and your family.
Philanthropic Pursuits
Whether simply supporting your local charities or developing a legacy plan, we are committed to helping you make your philanthropic endeavors more effective, efficient, and personally fulfilling.
How We Are Different
Fiercely Independent
Financial advice comes in all shapes and sizes. The financial services industry is not transparent and it is hard to know who you’re working with and how they are compensated. Both can be a determinant to the advice you are obtaining.
Optimus was built differently from the start: a completely independent firm with a fiduciary responsibility to our clients. This results in no unnecessary upsells, no sneaky financial products, and no self-serving advice.
Straightforward, transparent, and without conflicts-of-interest.
Fee Only Fiduciary
As a fee-only advisor, who has accepted the Fiduciary Standard for our clients, we have a legal responsibility to place your interests before our own. We work for you and are compensated by you only. We do not receive any commissions or incentives for the advice we provide.
Relationship First
We intentionally limit the number of clients we work with in order to provide personal and proactive service. We feel it is our commitment to be available when our clients have important questions or life events that need immediate attention.
A smaller client base allows us to anticipate your life-style changes and customize your financial and investment plan thought the year.
We're your true advisor—there when you need us, at every turn.
Expertise at our Craft
It's both an art and a science to give financial advice.
The art is in the relationship – being reliable, trustworthy, and dedicated to your interests at every turn.
The science is in the numbers. That's why we marshal evidence-based, Nobel-prize winning research to shape our investment strategies and have an integrated team of outstanding professionals we work closely with.
