Whether you are a Registered Investment Advisor or a Private Wealth Manager, with over a century of combined experience in financial planning, marketing, case design and analysis, legal, accounting and compliance, Optivise Advisory Services covers all the bases. We are collaborators. We work with you to cultivate ideas based not on templates, but on the specific needs and desires present in your business and life. We are technology with a pulse—High Tech and High Touch.  

Our Platform

Optivise’s turn-key platform is designed to give your clients an enhanced experience, while giving you the tools, techniques, and tips to run a well-streamlined practice. We’re here so you can gain back time while lowering overhead costs and driving revenue growth with services such as:

• Efficient Trading
• Accurate Billing
• Scalable Technology Stack

In addition, Optivise’s Elite Planning Team can support you with:

• Innovative Tax Planning Systems and Support
• Advanced Estate Planning 
• Cutting-edge Investment and Risk Management Resources

Bottom line… our platform is designed to increase your profitability through economies of scale.

Our People

Leadership with Experience.

With Optivise, our Operations and Adviser Development  teams become your teams. We collaborate with you to set and achieve goals to expand your practice, help you identify and open up new opportunities, and be that outside voice when you need another perspective. 

With a support team consisting of Certified Financial Planners, CPAs, Trust and Estate Attorneys, and other highly-focused financial professional, High Net Worth clients who require more specific planning, such as Business Continuity Planning, Multi-Asset Preservation Planning, Multi-generational Estate Planning, and Lifestyle Maintenance Planning, can enjoy these services while layering in Advanced Wealth Management and Tax-Efficiency strategies.

Our seasoned leadership is laser-focused on providing you dynamic money management, both strategic and tactical, practice development, and helping advisers reach new heights, both personally and professionally. Optivise’s leadership team members are active learners, never satisfied with the status quo, and always looking for new and innovative ways to help you implement winning strategies into your practice.

Our Process

Our planning and practice development process is designed to optimize your practice management efficiencies, scalability, and profitability. It digs deep, in a consultative, multi-dimensional manner in order to help best position you for success