Erin Ascione's Contact Details

Erin Ascione's Company Details

Optimal Capital

Traverse City, MI, US • 5 - 9 Employees
Financial Services

Optimal Capital enables driven and successful entrepreneurs, business professionals, and private investment firms to build their Optimal Financial World.The firm possesses deep expertise developing relationships with closely held businesses to introduce a cohesive team of consummate professionals, assisting pre-transaction planning and liquidity management.Clients deserve service that is focused on their core values and achieving their financial goals. Optimal employs a holistic wealth management formula that delivers investment consulting, advanced planning and relationship management. No one has the time to be a leading expert in all facets of wealth management, which is why clients can benefit from a high-performing virtual family office. Optimal Capital delivers the following to private investment firms to increase the value they provide to their clients: • Sophisticated investment products and strategies with a family office framework.• Reduce time and effort spent researching investments, preparing and executing transactions, and keeping up with constantly changing regulations of investing.• White-labeled material for updates on the market, portfolio analysis, and more.Optimal Capital delivers the following to private clients to enhance, protect, and transfer their wealth:• Enhance wealth by using optimally structured investment portfolios and tax mitigating advice from experienced accountants.• Protect and transfer wealth by collaborating with private lawyers to devise extensive legal documents and investment trusts. • Utilize cohesive team of consummate professionals to carry out pre- transaction planning and liquidity management for business owners.