Welcome to Optima Asset Management

At Optima Asset Management we offer personalized strategies for financial management to individuals, families, and businesses. A comprehensive look at your overall financial situation may provide opportunities and rewards not realized by those attempting to negotiate today's challenging financial environment on their own. Working proactively with qualified professionals, such as a CFP® or a CPA, can help provide clarity and direction for your financial decision-making.

If you are interested in a retirement advisor*, investment management*, estate planningsuccession planning, or overall financial planning*, we can assist you. Please contact Diane or Dave so they can discuss your needs and how they can help.

This website is a resource we hope you will refer to often.  The articles, research reports, and e-seminars are updated frequently and will help keep you up to date on current financial issues.  Why not add this to your "Favorites" list now to make returning easy?

*These services are offeredby Diane T. McIntee and David G. McIntee through affiliation with Cambridge Investment Research.


Your greatest compliment is the referral of family or friends.

Due to the Coronavirus our office is closed until further notice. We are working remotely, however, so please feel free to reach us via telephone or email.  Thank you and may you all remain safe and healthy.