Introducing Advisor Boardroom: A High-Impact Reset for the Industry's Top Advisors

Hosted by Optas Capital, Join Top Financial Advisors For an Exclusive Two-Day Event in Austin on September 25-26 To Regroup, Refocus, and Plan for the Year Ahead

AUSTIN, Texas, June 25, 2025 /PRNewswire/ -- Optas Capital is pleased to announce the launch of Advisor Boardroom, its inaugural mastermind event designed exclusively for firm partners, decision makers, and independent financial advisors. Taking place this fall in Austin, Texas, Advisor Boardroom provides a private, high impact setting for industry leaders to regroup after a demanding year, refocus their strategy, and tackle their biggest business challenge alongside a curated peer community.

"Every year, after conference season, we find ourselves wishing we could dedicate time to undergoing a deep working session with our peers—so this year, we decided to host it ourselves," said Meghan Railey, Founding Advisor & CFO of Optas Capital. "Advisor Boardroom is where advisors can step out of the noise, focus on what matters most, and tackle the work that can truly move their business forward."  

Held just as the industry winds down from a busy stretch of conferences and client demands, Advisor Boardroom is purpose-built to offer advisors a meaningful pause from the daily grind. Rather than another large-scale event or vendor-heavy conference, the format emphasizes candid collaboration, strategic planning, and accountability within a tight-knit community of like-minded professionals.

What Attendees Can Expect at Advisor Boardroom:

• No Fluff, No Panels Full of Vendors—Just Real Strategy: Sessions are designed for deep dives, not drive-by insights.
  
  
• Boardroom Pods: Small peer groups provide structured feedback and quarterly follow-through.
  
  
• Space to Think: The agenda prioritizes quality time, whiteboard moments, and critical thinking.
  
  
• Rebuilt Momentum: Attendees leave with refreshed clarity and concrete actions to finish the year strong.

Event Details:
The Four Seasons, Austin, TX
September 25–26, 2025
Applications are now open at www.advisorboardroom.com—Space limited to 40 participants to maintain an intimate and impactful experience.

Advisors interested in stepping away from day-to-day demands, recharging their strategic vision, and collaborating with other high-achieving peers, belong in Advisor Boardroom.

About Optas Capital:

Optas Capital is a fee-only registered investment advisory firm based in Austin, Texas. We work exclusively with individuals and families who have created wealth through entrepreneurship, leadership, and determination—often for the first time.

We specialize in simplifying the financial landscape so you can make confident, forward-looking decisions. Our team operates with agility, precision, and deep client focus—delivering the depth of a multi-family office without the complexity. For more information, please visit www.optascapital.com.

Media Contact:
Meghan Railey
events@optascapital.com
415-466-3980
OPTAS, LLC

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SOURCE Optas Capital