Broker Check

Awards

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.

video.fivestarprofessional.com/dalwm2009/mlancephillips

 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.