Optima Asset Management, based in Dallas, Texas, is an independent, fee-only wealth management firm founded in 1995 with a client-first philosophy. The firm specializes in customized portfolio design and holistic, multi-generational financial planning, serving a diverse clientele including high-net-worth individuals, families, and business owners. Optima’s services encompass investment management, tax mitigation, estate planning, and financial guidance tailored to various life stages and transitions, such as inheritors, emerging wealth, and those suddenly single. Their disciplined, quantitative investment approach focuses on controllable factors, ensuring that all assets work cohesively to meet clients’ unique goals. By maintaining independence from proprietary products and commissions, Optima ensures unbiased advice and lower fees, aligning their success with that of their clients.