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Our Firm

Optima Wealth Management LLC  is a full-service financial firm, committed to helping you pursue your financial goals. We offer a wide range of financial products and services, both to individuals and business owners, in order to tailor to each of our clients’ needs, goals, and concerns. At Optima, we believe in building long-term relationships with our clients, and looking beyond our own interests.

"Through honesty and integrity, Optima Wealth Management can help you successfully live for today, plan for tomorrow, and grow for the future."

Optima Wealth Management LLC is led by President Lance Phillips, named FIVE STAR Best In Client Satisfaction Wealth Manager in Texas Monthly (August 2009, 2010, 2011, 2013, 2014, 2015 & 2016). In addition, securities are offered through LPL Financial Services. LPL brings to the independent broker the most competitive pricing, and the latest in financial investment technology.

Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don’t have a product or service, we know a group that does.