Optivest Wealth Management

Optivest Wealth Management is a wealth management firm in San Juan Capistrano, CA, serving individuals and families with comprehensive financial and investment planning services. The firm specializes in wealth management, financial planning, real estate and alternative investments, and philanthropic and foundation planning, with a focus on preserving legacies across generations. Leveraging over 30 years of experience in real estate and alternative investments, Optivest employs an open architecture investment platform to create diversified portfolios tailored to client goals. Their OptiPlan process integrates investment, estate, and tax strategies to deliver coordinated, objective advice. With a strong reputation in Southern California, the firm has earned a 3.70 rating based on client feedback.

Optivest was founded in 1987 by Mark Van Mourick and has evolved into a boutique multi-family office with a legacy of personalized service. Under the leadership of Leslie Calhoun, who became CEO in 2018 and a partner in 2014, and Matt McManus, who joined as Senior Wealth Advisor and COO in 2018 and became a partner in 2024, the firm emphasizes a client-centric approach. The team includes Ashlee Enzensperger, Director of Client Services & IT, who oversees operations and client reporting with a focus on accuracy and responsiveness. The firm’s history reflects a consistent commitment to long-term planning, ethical service, and adapting to client needs through evolving financial landscapes.

The firm is located at 30448 Rancho Viejo Rd, Ste. 230, in San Juan Capistrano. Situated just a short drive from the San Diego Freeway, the office lies within a half-mile of the Metrolink Bridge and is approximately 0.3 miles from JSerra Catholic High School and the Pavilionq theater, placing it in a well-connected area near major local landmarks.

Optivest is recognized for its well-documented business information and a website optimized for clarity and search engine accessibility, reflecting a professional, transparent operation. These strengths support a reputation for reliability and expertise in wealth and legacy planning. The firm stands out in San Juan Capistrano as a trusted partner for families seeking enduring financial security and purpose-driven giving.