Optura Advisors
Silicon Valley's FinTech Experts
Revolutionizing Your Wealth with Advanced Investment Strategies
Elevate Your Financial Future
Addressing Unique Financial Challenges of Tech Professionals and Entrepreneurs
In the rapidly evolving world of technology, high-income professionals face unique challenges. Balancing lucrative career opportunities with the complexities of wealth management requires more than just traditional financial planning. That's where we come in.
Meet Our Team
Expertise That Speaks Your Language
Our team, including CFPs, attorneys, CPAs, real estate experts, and tech industry veterans, has a comprehensive grasp of the intricacies in the tech sector and entrepreneurship. We stand out as specialists, offering unique, innovative solutions that go beyond what typical advisors provide.
Advisory Services Team
Your dedicated home office that supports you in day-to-day matters.
Proactive Planning Team
Your local "eyes and ears" to help you focus on planning priorities and identify opportunities.
Multi-Family Office
Your national experts that provide the “best of the best” in tax planning, legal, risk mitigation, wealth management, and business advisory services.
Our Approach
Leveraging Technology and Our Institutional Perspective
Utilizing innovations like data science and our established strategic partnerships, we provide advanced planning services, often a new area of planning for our clients. Our methods merge in-depth analysis with personal insight to craft a dynamic customized investment portfolio aligned with the sophistication you would expect in a next-generation planning and advisory firm.
Beyond Financial Planning and Investment Management
Our Comprehensive Wealth Management Solutions Include:
Tax Optimization: With CPAs well-versed in equity incentive compensation structures, we help navigate the various tax implications to maximize your
income.
Legal Insight: Our legal experts assist with mitigating estate tax liability when assets are passed to heirs and ensure your investments are shielded from creditors and legal liability.
Real Estate Intelligence: We incorporate real estate opportunities that complement your investment portfolio, providing a source of stable and diversified returns apart from the stock markets.
Customized Investment Opportunities: From emerging tech startups to venture capital, we open doors to exclusive investment opportunities typically reserved for endowments.
Ongoing Monitoring and Adaptation: The tech world doesn't stand still, and neither do we. Our team continuously monitors market trends, adjusting strategies to capitalize on the latest advancements and opportunities.
Empowering Your Financial Independence
Our mission is to empower you to achieve financial independence and optimize your future. We align our expertise with your objectives, forging a path that results in elevating your family’s future financial potential. We invite you to partner with us and transform the way you think about wealth management.
Optura Advisors is a Registered Investment Advisor. The website is published for residents of the United States and the firm transacts business in states in which it is either registered or qualifies for an exemption from registration requirements. The content on this website is limited to general information pertaining to Optura Advisors advisory services, together with access to additional investment-related information and links. Accordingly, the publication of this website by Optura Advisors should not be construed as an attempt or effort to offer personalized investment advice over the Internet or a solicitation or offer to effect transactions in securities. Any subsequent contact with Optura Advisors will be conducted by a representative of the firm that is registered or qualifies for an exemption in the state where the prospective client resides.
Investments reside at an independent custodial institution. Clients maintain free and clear ownership of portfolio assets at all times.