We are pleased to announce that Mr. Phillips was named a
Five Star Best in Client Satisfaction Wealth Manager
As seen in the August 2009, 2010, 2011, 2013, 2014, 2015 and 2016 issue of Texas Monthly
Less than 2% of the Wealth Mangers in the Dallas/Fort Worth area are awarded this honor.
While this is an industry award, we believe it's important for our clients to know that Optima Wealth Managment has chosen to affiliate it's practice with a firm that offers the highest level of support and service. As a result, we are able to focus on assisting our clients to define and achieve their financial goals throght proactive investment strategies.