Optura Advisors
Silicon Valley's FinTech Experts
Revolutionizing Your Wealth with Advanced Investment Strategies
Elevate Your Financial Future
Addressing Unique Financial Challenges of High-Income Tech Professionals
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 Financial Strategies
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.
We Go Beyond Mere Financial Planning
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.