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2601 Network Boulevard, Suite 430, Frisco, TX 75034

(972) 987-5900
lphillips@optimawealth.com
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Your Financial Life Deserves a Team in Your Corner

We're here to simplify the complicated, answer the tough questions, and help you move forward with a plan that truly fits your life.

What We do
Financial Guidance Built Around Your Life

We help people just like you take the next step with their finances — whether that's planning for retirement, managing a growing portfolio, or simply getting organized. Whatever you need, we're here to help.

WELCOMEYou Don't Have to Figure It Out Alone

WELCOME
You Don't Have to Figure It Out Alone

Money can be stressful. Planning for the future can feel overwhelming. But it doesn't have to be that way. We work with clients who want a steady team and a clear voice to help them navigate their financial lives. Our job isn't to talk over your head — it's to walk beside you, explain things clearly, and help you feel confident about the decisions you're making.

Our Solutions
Whatever You're Facing, We Can Help

Your financial needs are unique, and you deserve guidance that reflects that. Here are some of the ways we support our clients.

How To Get Started
About Our FirmWe're Here Because We Believe in What We Do

About Our Firm
We're Here Because We Believe in What We Do

We didn't build this firm to push products — we built it to help people. Every client we work with has a different story, and we take the time to understand each one. Whether you're navigating a major life change or just want to get your finances in order, our team brings patience, clarity, and a genuine desire to help. With multiple professionals working together on your behalf, you get a broader range of insights and a deeper level of support. We measure our success by yours, and we're proud of the relationships we've built along the way.

Our Process
Getting Started Is Easier Than You Think

We keep things simple because financial planning should feel manageable, not overwhelming. Here's what working with us looks like.

1. Discover
Let's Start With a Conversation

We'll talk about your life, your finances, and what matters most to you — no jargon, no pressure, just an honest conversation.

2. Personalize
Build a Plan Around Your Life

Our team will design a personalized strategy based on your goals, your timeline, and the things that are most important to you.

3. Guide
We'll Be With You Every Step of the way.

As your life changes, your plan should too. We'll provide ongoing support and adjustments to help keep you on track.

Schedule a Call

Our Resources
Helpful Reads to Keep You Informed

We share resources regularly to help our clients stay informed and inspired. Take a look at some of the latest below.

Keeping Up with the Joneses

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
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Choices for Your 401(k) at a Former Employer

Choices for Your 401(k) at a Former Employer

Individuals have four basic choices with the 401(k) account they accrued at a previous employer.
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Roth 401(k) vs. Traditional 401(k)

Roth 401(k) vs. Traditional 401(k)

Compare Roth and traditional 401(k) options to see which may work better for your situation.
Learn More

Get Started
Let Us Help You Take the First Step

You don't need to have all the answers — that's what we're here for. Reach out today and let's start a conversation about what's possible.

Schedule a Call