Imagine a world where all of your wealth management, legal, tax, and risk management needs could be addressed under one roof.
At OptiFour Integrated Wealth Management, we make that dream a reality. Since 1997, we have served as a one-stop-shop for the financial, tax, and estate planning needs of high net worth individuals, families, and small business owners.
Motivated exclusively by our clients’ best interests, our synergistic and team-driven approach provides a truly unparalleled planning experience. Our strategies work seamlessly across each discipline, eliminating potential gaps in your plan while ensuring every facet of your financial life works in unison.
As an independent firm, we believe that our clients deserve the highest standard of care possible, the Fiduciary Standard. Free of commissions and conflicts of interest, our fee-based advisors provide maximum transparency and a total focus on our clients’ continued success.
- King Solomon
At OptiFour, we ensure the whole of your financial life is greater than the sum of its parts. Our holistic approach to planning provides a strategic roadmap for managing your wealth, protecting your assets, and confidently pursuing your lifetime goals.
- Yogi Berra, Athlete and Philosopher