Optima Capital Management is a forward thinking independent, privately-owned wealth management firm offering family office, goals-based planning and investment management services to high-net-worth individuals and families.

We are a wealth management firm that provides objective advice based solely on your best interests. Our commitment is to provide transparency, high-touch service, and goal-driven performance. A disciplined process. An independent perspective. A commitment to always putting clients first.

Optima Capital Management

Jonathan Elliott

This department provides financial advisory services and investment management to clients.

Optima Capital Management

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Teams

Wealth Management

Offices

Optima Capital Management

Org chart

Teams

Wealth Management

Offices

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