Optivest Wealth Management

Optivest Wealth Management is a Wealth Management firm in San Juan Capistrano, CA. The boutique firm provides wealth management and family legacy financial planning services to individuals and families. It utilizes an open architecture investment platform to build diversified portfolios using equity, fixed income, alternatives, and real estate. The firm also offers financial planning, philanthropic and foundation planning, and real estate and alternative investment services, including tax-sheltered income and DST/1031 exchanges. It holds a rating of 3.70 based on customer reviews.

Founded in 1987 by Mark Van Mourick, the firm initially served select individuals and families in Southern California with multi-generational wealth planning. In 2014, Leslie Calhoun became a partner. Upon Mark Van Mourick’s retirement in 2018, Leslie Calhoun acquired the firm, becoming President and CEO, while Matt McManus joined as a Senior Wealth Advisor and COO. Matt McManus became a partner in 2024. The firm moved its office to San Juan Capistrano in 2025.

Leslie Calhoun serves as Senior Partner and CEO, implementing tactical investment strategies and monitoring performance with over 30 years of industry experience. Matt McManus, M.A., CFP®, serves as Partner and COO, providing financial planning and wealth management advice. Ashlee Enzensperger serves as Director of Client Services and IT, handling client transactions and operations since 2007. The firm uses the OptiPlan process to develop coordinated strategies incorporating investments, estate planning, and tax planning.

Optivest Wealth Management is a Wealth Management firm in San Juan Capistrano, CA, located at 30448 Rancho Viejo Rd Ste. 230.

The firm’s long history of serving Southern California families and its focus on preserving legacies for generations reflect its standing as a dedicated wealth management provider in San Juan Capistrano.

The firm is located on Rancho Viejo Road, just a short distance from the San Diego Freeway. It sits within walking distance of JSerra Catholic High School and the Metrolink Bridge.

BizScoreAI awarded Optivest Wealth Management a technical score of 91 out of 100, ensuring the website is secure and readable by search engines. The firm also received a discoverability score of 75 out of 100, which allows AI crawlers to find every page and enables AI assistants to recommend the business.