Optimal Capital

Optimal Capital is a fee only advisor with a strict legal fiduciary obligation to provide objective advice aligned with client's interests. We understand that it takes a lifetime to build a reputation, and a momentary lapse in ethical behavior to lose all credibility. We are prepared to address your concerns related to ethical, financial, legal and structural issues. We know how to drive the success of your wealth management business. We are not a vendor of products and adhere to the fiduciary oath. I shall always act in good faith and with candor. I shall be proactive in my disclosure of any conflicts of interest that may impact a client. I shall not accept any referral fees or compensation that is contingent upon the purchase or sale of a financial product. Click on these logos to learn more about Optimal Capital's commitment to integrity: