Broker Check

Our Firm - Optima Wealth Management L.L.C.

Optima Wealth Management L.L.C  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, so we might tailor a suitable answer to each of our clients’ individual needs, goals, and objectives. At Optima Wealth Management, we believe in building long-term relationships with our clients, and looking beyond our own interests to serve each client.

"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 L.L.C. is led by President, Founder, and C.E.O. M. Lance Phillips, In addition, securities are offered through Kestra Financial Services. Both Kestra and Optima Wealth Management are the holder of many awards for satisfaction in the financial industry.  The team of Optima Wealth Management and Optima's broker dealer, Kestra Financial, are able to bring to our client's the most competitive pricing, and the latest in financial investment technology offered to the independent wealth management teams.  All of this while still being closely monitored for broker, client, and broker- dealer safety and adherence to regulations set forth by FINRA and other regulatory agencies as appropriate. This makes for the safest environment for the individual investor's peace of mind.

Please don't hesitate to contact us should 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 please consider us capable of addressing all of your financial needs or questions.