Who We Serve Selective by Choice.
Aligned by Values.

Opima Capital works with a select group of individuals, families, and institutions who value deep relationships, thoughtful advice, and long-term partnership.

A Deliberately Selective Practice.

The firm generally serves clients who, individually or in aggregate, hold a minimum of $5 million of investable assets — including individuals, families, trusts, foundations, qualified and non-qualified retirement plans, and operating businesses. Serving fewer clients, deliberately, is what allows the firm to serve each one completely.

Business Owners & Entrepreneurs

Guidance for building, growing, and transitioning a business and the wealth it creates.

Corporate Executives & Professionals

Strategies for equity compensation, concentrated positions, and total wealth.

Affluent Individuals & Families

Comprehensive counsel designed to support each family’s lifestyle and legacy.

Multi-Generational Families

Helping generations work together toward shared purpose — and prepare what comes next.

Retirees

Confidently transitioning from wealth accumulation to wealth enjoyment.

Families Navigating Liquidity Events

Planning for life after a sale, transaction, or other significant liquidity event.

Family Offices & Foundations

Trusted counsel for complex financial, governance, and legacy considerations.

Institutions & Retirement Plans

Qualified and non-qualified plans, endowments, and foundations seeking fiduciary oversight.

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We believe the best relationships create the best outcomes.

— TIM O’MARA, CFA

More than an adviser. A partner in life and legacy.

Conversations are confidential and without obligation.

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