Business Details
31 Years
experience
Your Trusted Partner for Wealth Management Solutions
Optima Asset Management has been guiding clients through financial complexity for over 30 years. Our team of certified professionals specializes in wealth management, investment strategies, and multi-generational planning, prioritizing fiduciary responsibility and personalized service. We coordinate every aspect of financial life, from tax planning to estate preservation, ensuring alignment with clients' values and long-term goals. Our evidence-based investment approach combines disciplined asset allocation with cost-efficient strategies to grow and protect wealth across generations.As an independent, employee-owned firm, we maintain transparency and accountability, focusing exclusively on clients' best interests. Our collaborative partnerships with attorneys and CPAs ensure comprehensive solutions for complex financial needs, while our Personal CFO model provides ongoing guidance through life's transitions. With a commitment to education and stewardship, we empower families to navigate wealth creation, preservation, and transfer with confidence.
Services
Wealth Management
Investment Management
Family Office Services
Wealth Transition Services
Philanthropy Planning
Estate Preservation
Tax-Efficient Strategies
Multi-Generational Planning
Portfolio Management
Fiduciary Advisory
Details
- Year established: 1995
Highlights and features
- We offer 30+ years of experience in multi-generational wealth management
- Our fiduciary duty ensures advice aligned with client interests
- We implement evidence-based investment strategies with tax-efficient frameworks
- Our Personal CFO model coordinates comprehensive financial life management
- We specialize in complex estate and legacy planning for high-net-worth families
Associations and certifications
- CFP (Certified Financial Planner)
- CIMA (Certified Investment Management Analyst)
- CPWA (Certified Private Wealth Advisor)
Services
Wealth Management
Our comprehensive wealth management services create customized roadmaps for financial security. We integrate investment strategies, tax planning, and estate preservation to help clients achieve long-term goals while maintaining liquidity for current needs. Our Personal CFO approach coordinates all aspects of financial life, ensuring alignment with family values and legacy objectives.
Investment Management
Evidence-based investment management focuses on disciplined asset allocation and risk management. We construct diversified portfolios tailored to individual risk profiles and time horizons, incorporating tax-loss harvesting and systematic rebalancing. Our strategies emphasize cost-efficiency and long-term growth while maintaining alignment with clients' financial objectives and ethical considerations.
Family Office Services
Multi-generational family office services provide comprehensive financial administration. We manage complex assets, coordinate professional advisors, and implement succession plans while educating heirs about wealth responsibility. Our services include trust administration, liquidity planning, and family governance consulting to ensure smooth intergenerational wealth transfers.
Wealth Transition Services
Specialized transition services guide clients through major life changes like inheritance or business succession. We develop strategies for wealth transfer using advanced estate planning tools while providing ongoing support during periods of loss or career transitions. Our approach maintains financial stability during transitional periods while preserving family legacy.
Philanthropy Planning
Strategic philanthropy services create tax-advantaged giving frameworks aligned with personal values. We help establish donor-advised funds, private foundations, and charitable trusts while developing sustainable giving strategies. Our approach combines legacy creation with tax optimization, ensuring lasting community impact through structured charitable programs.
People
Paul Lightfoot
President
CFP, CIMA, and CPWA-certified financial advisor with 30+ years of experience guiding multi-generational families through complex wealth management challenges while maintaining fiduciary responsibility.
Archie Ponce
Executive Vice President
Certified Financial Planner specializing in serving first-generation wealth creators, helping clients navigate complex financial needs with personalized, objective advice and comprehensive wealth strategies.
Angela Wilson
Office Manager
Client-focused office manager ensuring seamless service delivery, coordinating client communications, and maintaining operational excellence in supporting high-net-worth families with wealth management needs.
Questions
What distinguishes Optima Asset Management from other wealth advisors?
We are an independent, fee-only fiduciary firm specializing in multi-generational wealth management with personalized service and evidence-based investment strategies.
What is your minimum portfolio size requirement?
Our minimum portfolio size is $1,000,000, allowing us to provide tailored service for clients with significant wealth management needs.
How are investment fees structured?
Fees are asset-based: 0.75% under $3M, 0.65% for $3M–$10M, and 0.50% over $10M, with all services included in one transparent fee.
Where are client assets held?
All assets are held in client names at Charles Schwab with SIPC insurance, ensuring security and transparency with no direct custody by Optima.
Do you serve clients outside Dallas?
While based in Dallas, we serve clients nationwide through virtual meetings and our integrated digital platform for comprehensive wealth management.
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