Our Founder



(214) 308-6299

(214) 3089389


Lance Phillips, President of Optima Wealth Management, LLC., and an Investment Advisor with over 34 years of impressively innovative success has received many notable awards, including a stately record for being The Five Star Best Wealth Manager in Client Satisfaction,  unsubdued for 8 consistent years (2009- 2016) as seen in the issue of Texas Monthly. Mr. Phillips also holds a striking number of licenses: 7, 8, 63, & 65 along with being licensed by the Texas Department of Insurance.

Mr. Phillips is a spirited graduate of Texas A&M University, in College Station, Texas. Notably hanging beside his Aggie Tradition are his Degrees in Business Management and Finance. His vast experience in the investment industry, concentrating focus on longer term investment horizons with growth has proven to maximize his clients individual goals. He Specializes in Customized Strategic Asset Allocation gladly scaling the Market above his peers.  is not the only competitive field he hits the ground running for, it just so happens he is also the proud father of a Texas A & M University college student,  Christopher Baron Phillips.  The Phillips men are successfully trending in the chivalrously rugged outdoor man, who enjoy spending time on their ranch with family and friends, riding horses, vintage cars, and are both World Championship marksmen, Mr Phillips is  truly impress with the statuesque 3 piece suit demeanor, while humbling holding knowledgeably cultured conversations, intentionally engaging his audience while filling you to the core with solid financial advancements, and then turns into that cheeky college boy that smiles from ear to ear genuinely joyful.  Of course he is active in the community, volunteering with various youth sports leagues, Food Donation Banks, The Boy Scouts, and an active member of  his  church. This rare versatile breed of man  is just what we have all been waiting for. Someone you can trust with your future!