Clarity in wealth. Confidence in decisions.

A registered investment advisory firm built for those who built it themselves.

What we believe

We believe every client is different and has the ability to write their own story. We partner with clients throughout the journey, bringing clarity, and care to each decision.

About OPTAS

At Optas Capital, we help first-generation wealth creators navigate complexity with insight, structure, and purpose. From strategy to execution, our work is designed to bring clarity and intention to every financial decision.

Built by problem solvers

Optas Capital was founded by two advisors who merged complementary skill sets and shared values.

Together, they built a firm that caters to their clients’ everyday needs, and designed a team structure to stay ahead of each curve.